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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 %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$19.5M +$6.46M +101,745 +49%
KWM
127
Keebeck Wealth Management
Illinois
$19.4M +$2.67M +42,033 +16%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$19.2M -$1.22M -19,229 -6%
PFG
129
PAX Financial Group
Texas
$18.7M +$5.32M +83,778 +40%
CWS
130
Cypress Wealth Services
California
$18.7M +$5.91M +93,176 +46%
KPWS
131
Kestra Private Wealth Services
Texas
$18.2M -$5.78M -91,079 -24%
TF
132
Trek Financial
Arizona
$18M +$6.08M +95,834 +51%
AQR Capital Management
133
AQR Capital Management
Connecticut
$17.9M +$443K +6,979 +3%
SFS
134
Security Financial Services
Indiana
$17.8M +$6.09M +95,857 +52%
GT
135
Greenleaf Trust
Michigan
$17.6M -$673K -10,598 -4%
CCA
136
Checchi Capital Advisers
California
$17.6M -$1.53M -24,075 -8%
OAP
137
One Advisory Partners
Kansas
$17.6M +$6.69M +101,525 +62%
P
138
&Partners
Tennessee
$17.3M +$6.6M +103,925 +62%
FWP
139
FAS Wealth Partners
Kansas
$17.2M +$391K +6,167 +2%
KG
140
Kilter Group
New York
$17.1M +$7.11M +111,934 +71%
WAM
141
Wakefield Asset Management
Colorado
$16.8M -$216K -3,400 -1%
SPIA
142
Steward Partners Investment Advisory
New York
$16.4M +$4.05M +63,795 +33%
MW
143
Maia Wealth
Colorado
$16.3M +$3.24M +51,081 +25%
PL
144
Plancorp LLC
Missouri
$16M -$1.16M -18,247 -7%
SL
145
Sentinus LLC
Illinois
$15.8M +$6.3M +99,260 +66%
AI
146
Accredited Investors
Minnesota
$15.7M -$305K -4,802 -2%
SL
147
SWMG LLC
Texas
$15.6M +$8.52M +132,737 +121%
TWP
148
Triad Wealth Partners
Kansas
$15.5M +$6.32M +99,588 +69%
LRWA
149
Long Run Wealth Advisors
New York
$15.3M +$228K +3,586 +2%
FA
150
Fiducient Advisors
Illinois
$15.2M +$15.2M +238,902 New
4 5
6
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