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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 %
Cerity Partners
176
Cerity Partners
New York
$12.6M 198,239 +19,126 +11%
SCA
177
Snowden Capital Advisors
New York
$12.5M 196,607 +70,949 +56%
QC
178
Quent Capital
New York
$12.4M 194,769 -6,708 -3%
GRP
179
Global Retirement Partners
California
$12.1M 191,292 +191,292 New
MGIA
180
Moneta Group Investment Advisors
Missouri
$11.8M 186,388 +33,373 +22%
ACA
181
Aptus Capital Advisors
Alabama
$11.8M 185,896 +4,241 +2%
SA
182
Sovran Advisors
California
$11.7M 184,680 +59,394 +47%
BAAM
183
Baker Avenue Asset Management
California
$11.6M 183,474 +2,383 +1%
LWA
184
Lineweaver Wealth Advisors
Ohio
$11.2M 175,949 -106,096 -38%
Franklin Resources
185
Franklin Resources
California
$11.1M 175,394 +150,481 +604%
FFN
186
Focus Financial Network
Minnesota
$10.9M 172,394 +49,499 +40%
RFA
187
RTD Financial Advisors
Pennsylvania
$10.8M 170,270 -1,798 -1%
SWP
188
ShoreHaven Wealth Partners
New Jersey
$10.6M 167,655 +62,174 +59%
BW
189
BIP Wealth
Georgia
$10.6M 167,471 -8,810 -5%
MWP
190
Meridian Wealth Partners
Pennsylvania
$10.6M 167,007 +254 +0.2%
William Blair & Company
191
William Blair & Company
Illinois
$10.5M 164,964 +37,824 +30%
OCM
192
One Capital Management
California
$10.4M 164,386 -113,863 -41%
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4M 164,334 +5,703 +4%
HWM
194
Hobbs Wealth Management
Indiana
$10.4M 163,729 +66,940 +69%
VPP
195
Vertex Planning Partners
Illinois
$10.3M 162,846 +61,334 +60%
CAM
196
Cobblestone Asset Management
Virginia
$10.3M 162,204 +47,702 +42%
MFA
197
Mayflower Financial Advisors
Massachusetts
$10.1M 159,285 +51,854 +48%
FFWA
198
Forthright Family Wealth Advisory
Texas
$10.1M 159,073 -3,343 -2%
CWM
199
Certus Wealth Management
California
$10.1M 158,625 +38,144 +32%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$10M 158,205 +6,564 +4%
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