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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

1,035 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, 545 increasing their positions, 243 reducing their positions, and 44 closing their positions.

Holders
1,035
Holders Change
+42
Holders Change %
+4.23%
% of All Funds
13.89%
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
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 %
STA
151
Summit Trail Advisors
New York
$15.1M 238,137 +238,137 New
SXL
152
Summit X LLC
Missouri
$15.1M 237,297 +55,612 +31%
Corient Private Wealth
153
Corient Private Wealth
Florida
$15M 236,385 +2,035 +0.9%
AR
154
Apeiron RIA
Texas
$14.9M 234,328 +78,420 +50%
HWM
155
HighMark Wealth Management
Minnesota
$14.8M 232,552 -15,344 -6%
FLA
156
Financial Life Advisors
Texas
$14.6M 230,726 +4,670 +2%
VCA
157
Verdence Capital Advisors
Maryland
$14.6M 229,661 +15,781 +7%
JIC
158
Johnson Investment Counsel
Ohio
$14.6M 229,278 +27,027 +13%
FHA
159
First Horizon Advisors
Tennessee
$14.4M 227,309 +69,440 +44%
BCM
160
Brookstone Capital Management
Illinois
$14.4M 226,417 +79,731 +54%
WPW
161
Watershed Private Wealth
Illinois
$14.4M 226,343 +44,871 +25%
TWM
162
TSA Wealth Management
Texas
$14.2M 223,620 +54,072 +32%
SFA
163
Sequoia Financial Advisors
Ohio
$13.9M 219,725 -99,051 -31%
VOYA Investment Management
164
VOYA Investment Management
Georgia
$13.9M 218,880 -31,190 -12%
RIA
165
Regal Investment Advisors
Michigan
$13.7M 216,033 +73,387 +51%
WP
166
WealthShield Partners
North Carolina
$13.5M 213,301 +69,258 +48%
Comerica Bank
167
Comerica Bank
Texas
$13.4M 211,030 +56,891 +37%
PCG
168
Prosperity Consulting Group
Maryland
$13.4M 210,987 +8,501 +4%
ABC
169
Associated Banc-Corp
Wisconsin
$13.4M 210,614 +30,254 +17%
Creative Planning
170
Creative Planning
Kansas
$13.3M 209,621 -3,187 -1%
EL
171
EQ LLC
Washington
$13M 205,125 +79,444 +63%
AssetMark Inc
172
AssetMark Inc
California
$12.9M 203,942 +90,442 +80%
BHWM
173
Bay Harbor Wealth Management
Maryland
$12.9M 203,262 +66,993 +49%
ASN
174
Advisory Services Network
Georgia
$12.6M 199,410 +62,361 +46%
MGWM
175
Marks Group Wealth Management
Minnesota
$12.6M 198,938 +63,038 +46%
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