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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 %
MHFA
851
Mission Hills Financial Advisory
California
$229K – – –
MA
852
MKT Advisors
California
$229K +$229K +3,605 New
TRIA
853
Trail Ridge Investment Advisors
Colorado
$228K +$228K +3,597 New
UFAC
854
Urban Financial Advisory Corp
Illinois
$228K +$4.89K +77 +2%
AC
855
AlphaCore Capital
California
$226K +$6.48K +102 +3%
RCM
856
Radnor Capital Management
Pennsylvania
$226K – – –
HBW
857
Hazlett, Burt & Watson
West Virginia
$224K +$15.8K +249 +8%
RFC
858
Regions Financial Corp
Alabama
$223K -$9.46K -149 -4%
MIM
859
Marco Investment Management
Georgia
$222K – – –
BB
860
Busey Bank
Illinois
$221K +$221K +3,489 New
BTWM
861
Baker Tilly Wealth Management
Wisconsin
$220K +$220K +3,462 New
SFG
862
Stonebridge Financial Group
Pennsylvania
$219K – – –
FNBT
863
FineMark National Bank & Trust
Florida
$217K +$217K +3,416 New
TWP
864
Total Wealth Planning
Ohio
$216K -$80.9K -1,274 -27%
HCWM
865
Hidden Cove Wealth Management
Washington
$216K +$216K +3,395 New
MWP
866
Madison Wealth Partners
Wisconsin
$214K -$1.84K -29 -0.9%
MFT
867
Moisand Fitzgerald Tamayo
Florida
$212K – – –
CHJWM
868
Carlton Hofferkamp & Jenks Wealth Management
Texas
$211K +$211K +3,309 New
WCM
869
Wealthcare Capital Management
Virginia
$210K -$11.8K -186 -5%
FSA
870
Financial Sense Advisors
California
$210K +$210K +3,302 New
CG
871
CFO4Life Group
Texas
$209K +$209K +3,295 New
FAM
872
Frontier Asset Management
Wyoming
$208K +$208K +3,277 New
SSW
873
Stone Summit Wealth
Florida
$207K +$207K +3,266 New
AB
874
Atlas Brown
Kentucky
$207K +$207K +3,263 New
ANBT
875
American National Bank & Trust
Texas
$207K – – –
33 34
35
36 37