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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 %
CT
976
Clearstead Trust
Maine
$16.1K – – –
EWM
977
EPG Wealth Management
Georgia
$15.6K – – –
AW
978
Avion Wealth
Texas
$15K +$373 +6 +3%
MIM
979
MTM Investment Management
South Carolina
$13.1K +$13.1K +206 New
HFS
980
Hantz Financial Services
Michigan
$13K +$13K +198 New
AIC
981
Archer Investment Corporation
Indiana
$12.8K -$2.1K -33 -14%
BBHC
982
Brown Brothers Harriman & Co
New York
$12.4K -$44.8K -705 -78%
MMCM
983
Murphy & Mullick Capital Management
New York
$12K -$31K -490 -72%
PAG
984
Paladin Advisory Group
Iowa
$11.3K – – –
GWM
985
Grand Wealth Management
Michigan
$11.3K – – –
RFA
986
Reyes Financial Architecture
California
$11K – – –
ST
987
Smithfield Trust
Pennsylvania
$11K – – –
EWM
988
Evermay Wealth Management
Virginia
$10.1K – – –
DWA
989
Delos Wealth Advisors
Texas
$9.97K +$9.97K +157 New
AUB
990
Atlantic Union Bankshares
Virginia
$9.78K +$9.78K +154 New
VWM
991
Vermillion Wealth Management
Minnesota
$9.52K – – –
BIG
992
Brooklyn Investment Group
New York
$9.14K +$9.14K +144 New
WOSD
993
WFA of San Diego
California
$8.7K +$8.7K +137 New
DF
994
Dunhill Financial
United Kingdom
$8.49K +$128 +2 +2%
LC
995
Luminist Capital
Michigan
$8.46K – – –
TC
996
Trust Company
Kansas
$8.13K – – –
GEA
997
Glen Eagle Advisors
New Jersey
$7.68K +$7.68K +121 New
IRC
998
Investors Research Corp
Georgia
$7.36K – – –
UB
999
UMB Bank
Missouri
$6.79K -$1.97K -31 -22%
GJIA
1000
Glass Jacobson Investment Advisors
Maryland
$6.48K -$475K -7,483 -99%
38 39
40
41 42