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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,039 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 546 increasing their positions, 245 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.93%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
112
Increased
546
Reduced
245
Closed
44
Calls
$82.7M
Puts
–
Net Calls
+$82.7M
Net Calls Change
-$9.02M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.48B
2
LPL Financial
LPL Financial
California
+$485M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$223M
4
Morgan Stanley
Morgan Stanley
New York
+$188M
5
AOI
Auto-Owners Insurance
Michigan
+$188M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$191M
2
JHU
Johns Hopkins University
Maryland
-$107M
3
OMC
Old Mission Capital
Illinois
-$92.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$91.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
776
Laird Norton Wetherby Wealth Management
California
$345K +$345K +5,430 New
National Bank of Canada
777
National Bank of Canada
Quebec, Canada
$344K -$10.2K -161 -3%
IDA
778
Intelligence Driven Advisers
California
$344K – – –
GIA
779
Gladstone Institutional Advisory
Florida
$343K +$343K +5,410 New
IAG
780
Investment Advisory Group
Massachusetts
$342K +$254 +4 +0.1%
GFPC
781
Global Financial Private Client
Florida
$341K +$120K +1,893 +55%
FA
782
Fortis Advisors
Pennsylvania
$340K +$340K +5,364 New
PMFA
783
Plante Moran Financial Advisors
Michigan
$336K +$11.6K +182 +4%
SS
784
Sunbelt Securities
Texas
$335K +$39.5K +753 +13%
RF
785
RHS Financial
California
$335K -$420K -6,612 -56%
CGA
786
Crescent Grove Advisors
Illinois
$334K – – –
CPA
787
Cardiff Park Advisors
California
$331K +$2.92K +46 +0.9%
SMA
788
Sage Mountain Advisors
Georgia
$330K – – –
IFWM
789
Institute for Wealth Management
Colorado
$330K +$63 +1 +0%
IFA
790
Index Fund Advisors
California
$327K +$1.59K +25 +0.5%
WFC
791
Western Financial Corp
California
$326K +$95.1K +1,498 +41%
TC
792
Trilogy Capital
California
$326K +$326K +5,131 New
FCH
793
Freestone Capital Holdings
Washington
$324K -$21.8K -343 -6%
BHWM
794
Beaird Harris Wealth Management
Texas
$322K -$19.5K -307 -6%
IAIM
795
International Assets Investment Management
Florida
$320K +$90.5K +1,426 +39%
IIA
796
Integral Investment Advisors
California
$317K – – –
BGWM
797
Bridge Generations Wealth Management
Florida
$315K – – –
OWM
798
Opes Wealth Management
California
$315K – – –
LLWM
799
Life Line Wealth Management
California
$313K +$79.5K +1,252 +34%
CFP
800
Catalyst Financial Partners
Massachusetts
$311K +$311K +4,905 New
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