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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,034 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 111 funds opening new positions, 545 increasing their positions, 243 reducing their positions, and 44 closing their positions.

Holders
1,034
Holders Change
+41
Holders Change %
+4.13%
% of All Funds
13.88%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
111
Increased
545
Reduced
243
Closed
44
Calls
$82.7M
Puts
–
Net Calls
+$82.7M
Net Calls Change
-$9.02M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B
2
LPL Financial
2
LPL Financial
California
$1.44B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1B
4
Morgan Stanley
4
Morgan Stanley
New York
$761M
5
AOI
5
Auto-Owners Insurance
Michigan
$252M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
JHU
2
Johns Hopkins University
Maryland
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.53M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$535M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$32.8M 516,143 +18,439 +4%
SHIM
77
Stone House Investment Management
Pennsylvania
$32.6M 513,646 +186,253 +57%
KAS
78
Kestra Advisory Services
Texas
$32.4M 510,685 +176,788 +53%
PLFA
79
Pacific Life Fund Advisors
California
$32.4M 509,627 -406,734 -44%
WA
80
Waverly Advisors
Alabama
$31.8M 501,425 -12,253 -2%
OWA
81
Octavia Wealth Advisors
Ohio
$31.7M 499,286 +70,035 +16%
Goldman Sachs
82
Goldman Sachs
New York
$30.9M 486,312 +30,071 +7%
WWG
83
West Wealth Group
California
$30.1M 465,374 +140,880 +43%
BCI
84
Brinker Capital Investments
Pennsylvania
$29.2M 460,056 +207,913 +82%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$28.9M 454,667 +87,697 +24%
HighTower Advisors
86
HighTower Advisors
Illinois
$28.9M 454,601 +8,143 +2%
HFA
87
High Falls Advisors
New York
$27.9M 439,058 +133,161 +44%
HGWM
88
Horst & Graben Wealth Management
Oregon
$27.6M 435,067 +122,044 +39%
IWC
89
Integrated Wealth Concepts
Massachusetts
$27.5M 433,356 +114,345 +36%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$27.5M 433,085 -21,800 -5%
IWM
91
IHT Wealth Management
Illinois
$27.3M 430,536 +114,196 +36%
LFG
92
Larson Financial Group
Missouri
$27.3M 430,010 -332,343 -44%
CSP
93
Cary Street Partners
Virginia
$27.2M 447,199 +48,285 +12%
SB
94
Strategic Blueprint
Georgia
$25.8M 406,823 +101,969 +33%
SP
95
Stonebrook Private
Michigan
$25.3M 398,094 +161,059 +68%
CIAS
96
CFS Investment Advisory Services
New Jersey
$25.1M 395,606 +122,043 +45%
MPW
97
MA Private Wealth
California
$25M 393,914 +5,138 +1%
CSWG
98
Cardinal Strategic Wealth Guidance
Kentucky
$24.9M 391,755 +66,411 +20%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$24.8M 391,216 -8,553 -2%
PWA
100
Physician Wealth Advisors
Utah
$24.4M 384,065 +137,106 +56%
2 3
4
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