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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 %
ECM
101
Elgethun Capital Management
South Dakota
$24.4M 384,036 +24,586 +7%
EWA
102
Exencial Wealth Advisors
Oklahoma
$24.1M 379,082 -4,402 -1%
FFA
103
Farther Finance Advisors
California
$23.9M 376,442 -36,384 -9%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$23.9M 376,207 +7,164 +2%
CP
105
Covenant Partners
Tennessee
$23.8M 375,153 -6,997 -2%
AWS
106
Atria Wealth Solutions
New York
$23.2M 365,189 -182,885 -33%
ACA
107
Affinity Capital Advisors
California
$22.9M 361,243 +12,506 +4%
OWA
108
One Wealth Advisors
California
$22.4M 353,003 +102,204 +41%
Charles Schwab
109
Charles Schwab
California
$22.3M 351,724 +102,142 +41%
FA
110
Fountainhead AM
New Jersey
$22.3M 351,582 +21,911 +7%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$21.9M 344,429 +140,213 +69%
WA
112
Wealth Alliance
New York
$21.8M 343,950 +89,993 +35%
PAG
113
Private Advisor Group
New Jersey
$21.4M 337,626 +96,933 +40%
BTI
114
Blue Trust Inc
Georgia
$21.3M 336,100 +102,183 +44%
BGAI
115
Bruce G. Allen Investments
Colorado
$21.3M 335,131 +9,244 +3%
KFS
116
Kelly Financial Services
Massachusetts
$21.2M 333,974 +98,782 +42%
PFA
117
Pettinga Financial Advisors
Indiana
$21.1M 332,426 +156,812 +89%
AWA
118
Arete Wealth Advisors
Illinois
$20.3M 320,129 +13,909 +5%
PWM
119
Perigon Wealth Management
California
$20.3M 319,091 +102,174 +47%
VU
120
Valence8 US
Massachusetts
$20.2M 318,827 -98,198 -24%
RSWM
121
Robertson Stephens Wealth Management
California
$20.2M 318,048 +71 +0%
BF
122
BOK Financial
Oklahoma
$20.1M 317,191 -7,643 -2%
SW
123
Simplicity Wealth
New Jersey
$20.1M 316,877 +171,110 +117%
SWM
124
Shakespeare Wealth Management
Wisconsin
$20M 314,314 +11,095 +4%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$19.6M 307,024 -19,879 -6%
3 4
5
6 7