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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 %
VA
801
Vident Advisory
Georgia
$310K +$310K +4,881 New
FA
802
FSA Advisors
Michigan
$306K +$68.5K +1,079 +29%
SWM
803
Silverlake Wealth Management
Vermont
$302K +$302K +4,764 New
VPF
804
Vantage Point Financial
Illinois
$302K +$302K +4,750 New
FWI
805
Facet Wealth Inc
Maryland
$300K +$300K +4,734 New
APW
806
Axim Planning & Wealth
Ohio
$297K +$297K +4,680 New
HCC
807
Hirtle Callaghan & Co
Pennsylvania
$296K – – –
LWAM
808
Legacy Wealth Asset Management
Minnesota
$292K – – –
CFGA
809
Cambridge Financial Group (Arizona)
Arizona
$291K – – –
FDDB
810
Fidelity D&D Bancorp
Pennsylvania
$291K +$291K +4,581 New
EWP
811
Elevation Wealth Partners
California
$288K +$6.16K +97 +2%
OPWM
812
Oregon Pacific Wealth Management
Oregon
$288K +$288K +4,533 New
CNBT
813
Canandaigua National Bank & Trust
New York
$287K -$3.49K -55 -1%
HIP
814
HUB Investment Partners
Texas
$285K -$67.8K -1,068 -19%
GSEP
815
Golden State Equity Partners
California
$281K -$30.5K -481 -10%
EWA
816
Etesian Wealth Advisors
Oregon
$279K +$279K +4,390 New
MIA
817
Milestone Investment Advisors
Wisconsin
$278K -$30.9K -486 -10%
KAM
818
Knightsbridge Asset Management
California
$277K +$277K +4,358 New
NG
819
Novem Group
New York
$276K +$19.2K +302 +7%
LWM
820
LongView Wealth Management
Georgia
$276K +$276K +4,341 New
MT
821
Midwest Trust
Kansas
$275K +$275K +4,328 New
SC
822
Schoolcraft Capital
Colorado
$273K -$10.1K -159 -4%
BSSFA
823
Baron Silver Stevens Financial Advisors
Florida
$267K +$267K +4,203 New
AT
824
Arlington Trust
Alabama
$261K – – –
AWM
825
Avior Wealth Management
Nebraska
$260K -$24.8K -391 -9%
31 32
33
34 35