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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,038 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
1,038
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.92%
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 %
PSFG
1001
Park Square Financial Group
Georgia
$5.97K – – –
SN
1002
Sittner & Nelson
Oregon
$5.33K – – –
JHCP
1003
Jackson Hole Capital Partners
Oklahoma
$4.57K – – –
AF
1004
Alerus Financial
North Dakota
$4.38K +$4.38K +69 New
IWP
1005
IAG Wealth Partners
Wisconsin
$4.25K – – –
CSC
1006
Caldwell Sutter Capital
California
$4.13K – – –
HWA
1007
HHM Wealth Advisors
Tennessee
$3.81K – – –
1IA
1008
1620 Investment Advisors
Massachusetts
$3.81K +$635 +10 +20%
CHC
1009
City Holding Co
West Virginia
$3.81K – – –
NMG
1010
New Millennium Group
Utah
$3.75K -$4.57K -72 -55%
BDPWM
1011
Barnes Dennig Private Wealth Management
Ohio
$3.24K – – –
MFC
1012
Morris Financial Concepts
South Carolina
$3.17K – – –
HC
1013
Hoese & Co
Minnesota
$3.05K – – –
BC
1014
Barrett & Company
Rhode Island
$2.98K – – –
DFA
1015
DHJJ Financial Advisors
Illinois
$2.98K – – –
AWM
1016
AllSquare Wealth Management
New York
$2.86K – – –
MAFA
1017
MJT & Associates Financial Advisory
Minnesota
$2.79K – – –
OHWP
1018
Oak Harbor Wealth Partners
North Carolina
$2.79K +$2.79K +44 New
FCT
1019
First Community Trust
Iowa
$2.79K +$2.79K +44 New
RA
1020
Rise Advisors
New York
$2.79K +$2.79K +44 New
BFS
1021
Burkett Financial Services
South Carolina
$2.69K +$64 +1 +2%
CWP
1022
Concord Wealth Partners
Virginia
$2.67K -$21.2K -334 -89%
NC
1023
North Capital
Utah
$2.58K +$63 +1 +3%
ME
1024
McIlrath & Eck
Washington
$2.54K – – –
MBFW
1025
Morton Brown Family Wealth
Pennsylvania
$2.29K – – –
39 40
41
42 43