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

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
JHU
Johns Hopkins University
Maryland
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.53M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1051
Prosperity Capital Advisors
Ohio
– -$1.3M -22,066 Closed
ACP
1052
Aveo Capital Partners
Colorado
– -$1.34M -21,804 Closed
RCS
1053
Retirement Capital Strategies
California
– -$954K -16,188 Closed
CPP
1054
Capasso Planning Partners
South Carolina
– -$778K -13,195 Closed
FCAM
1055
First Citizens Asset Management
North Carolina
– -$634K -10,761 Closed
TFF
1056
The Family Firm
Maryland
– -$486K -8,253 Closed
NW
1057
Naviter Wealth
Arkansas
– -$473K -7,956 Closed
LRWM
1058
Lord & Richards Wealth Management
Colorado
– -$457K -7,749 Closed
PCS
1059
Personal CFO Solutions
New Jersey
– -$323K -5,473 Closed
ES
1060
Eagle Strategies
New York
– -$320K -5,429 Closed
WA
1061
Whipplewood Advisors
Colorado
– -$3.48K -5,356 Closed
SWA
1062
Stratos Wealth Advisors
Ohio
– -$278K -4,719 Closed
AA
1063
ABC Arbitrage
France
– -$275K -4,673 Closed
PCIA
1064
Prime Capital Investment Advisors
Kansas
– -$263K -4,465 Closed
WHCI
1065
W.H. Cornerstone Investments
Massachusetts
– -$263K -4,457 Closed
FCI
1066
Financial Counselors Inc
Kansas
– -$255K -4,328 Closed
VA
1067
Valmark Advisers
Ohio
– -$236K -4,010 Closed
CMMS
1068
Comprehensive Money Management Services
Florida
– -$207K -3,505 Closed
SQA
1069
Simon Quick Advisors
New Jersey
– -$204K -3,456 Closed
QCG
1070
Quadrant Capital Group
Ohio
– -$155K -2,625 Closed
LCM
1071
Logan Capital Management
Pennsylvania
– -$135K -2,286 Closed
WT
1072
Washington Trust
Rhode Island
– -$114K -1,932 Closed
CWC
1073
Carolinas Wealth Consulting
North Carolina
– -$113K -1,909 Closed
PA
1074
PSI Advisors
Florida
– -$44K -746 Closed
GTAM
1075
Global Trust Asset Management
Florida
– -$30.9K -525 Closed
40 41 42
43
44