EFV icon

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 %
PA
826
Parallel Advisors
California
$259K -$9.33K -147 -3%
MA
827
Mosaic Advisors
Texas
$258K +$258K +4,062 New
KCM
828
KM Capital Management
Texas
$255K +$255K +4,016 New
IA
829
Inspire Advisors
Idaho
$254K +$2.22K +35 +0.9%
WI
830
WrapManager Inc
California
$251K -$20K -315 -7%
TPWA
831
TRUE Private Wealth Advisors
Oregon
$251K -$200K -3,152 -44%
GLA
832
Good Life Advisors
Pennsylvania
$250K -$3.68K -58 -1%
KTM
833
Keeler Thomas Management
Utah
$249K -$1.72M -27,105 -87%
VCM
834
Versant Capital Management
Arizona
$248K – – –
VVP
835
Venture Visionary Partners
Ohio
$246K +$246K +3,872 New
PFA
836
Professional Financial Advisors
Nebraska
$245K +$22K +347 +10%
AWM
837
Angeles Wealth Management
California
$245K – – –
Bank Julius Baer & Co
838
Bank Julius Baer & Co
Switzerland
$244K +$28.1K +443 +13%
BAG
839
Bridgewealth Advisory Group
California
$243K +$13.6K +215 +6%
EE
840
EWG Elevate
California
$243K +$243K +3,822 New
GVCM
841
Global View Capital Management
Wisconsin
$241K +$241K +3,803 New
CG
842
Cynosure Group
Utah
$240K +$23.7K +374 +11%
OWP
843
Obermeyer Wealth Partners
Colorado
$239K – – –
SWA
844
SOA Wealth Advisors
New York
$236K -$46.5K -733 -16%
GS
845
GTS Securities
New York
$234K +$234K +3,690 New
TA
846
TrueWealth Advisors
Alabama
$234K +$234K +3,688 New
TH
847
Team Hewins
California
$233K – – –
VIA
848
Vickerman Investment Advisors
Washington
$232K – – –
LFS
849
Lutz Financial Services
Nebraska
$232K – – –
ACM
850
Aurdan Capital Management
Pennsylvania
$232K +$9.14K +144 +4%
32 33
34
35 36