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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 %
ZBNA
901
Zions Bancorporation, National Association
Utah
$150K – – –
SAM
902
S.A. Mason
Michigan
$145K – – –
RIL
903
Rothschild Investment LLC
Illinois
$143K – – –
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$140K – – –
JFG
905
JDM Financial Group
Texas
$133K – – –
SWP
906
Strategic Wealth Partners
Ohio
$131K +$131K +2,059 New
TFG
907
Team Financial Group
California
$130K +$130K +2,050 New
MA
908
MCF Advisors
Kentucky
$130K -$1.78K -28 -1%
GI
909
GAMMA Investing
California
$130K -$698 -11 -0.5%
AAG
910
Armstrong Advisory Group
Massachusetts
$117K – – –
FGC
911
Financial Gravity Companies
Texas
$103K +$103K +1,627 New
TFGT
912
TS Financial Group (TSFG)
Illinois
$101K +$15.6K +247 +18%
CPG
913
Cornerstone Planning Group
New Jersey
$97.2K -$34.9K -544 -26%
AIM
914
Anchor Investment Management
South Carolina
$93.8K – – –
HNW
915
High Note Wealth
Minnesota
$88.7K – – –
NWM
916
Navigoe Wealth Management
California
$85K – – –
MPCG
917
Matrix Private Capital Group
New York
$83.9K – – –
FFA
918
Founders Financial Alliance
North Carolina
$82.1K -$36.6K -577 -31%
BA
919
Bellwether Advisors
Nebraska
$79K – – –
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K +$75.8K +4,811 +6,248%
HI
921
Hoey Investments
Pennsylvania
$74.5K – – –
GWSG
922
GPS Wealth Strategies Group
Colorado
$72.2K +$381 +6 +0.5%
JWA
923
JFS Wealth Advisors
Pennsylvania
$70.7K +$5.08K +80 +8%
TIM
924
Tortoise Investment Management
New York
$69.5K -$56.5K -890 -45%
PGAM
925
Princeton Global Asset Management
New Jersey
$69.1K – – –
35 36
37
38 39