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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

994 hedge funds and large institutions have $17.9B invested in iShares MSCI EAFE Value ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 269 increasing their positions, 489 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
-5
Holders Change %
-0.5%
% of All Funds
13.5%
Holding in Top 10
93
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.49%
% of All Funds
1.26%
New
81
Increased
269
Reduced
489
Closed
56
Calls
$91.7M
Puts
–
Net Calls
+$91.7M
Net Calls Change
+$91.7M

Top Buyers

1
HC
Hamilton Capital
Ohio
+$198M
2
FTUS
Flow Traders U.S.
New York
+$191M
3
OMC
Old Mission Capital
Illinois
+$92.9M
4
SW
SoFi Wealth
California
+$53.5M
5
JHU
Johns Hopkins University
Maryland
+$53.4M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.54B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$665M
3
AOI
Auto-Owners Insurance
Michigan
-$257M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$189M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
226
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.94M -$114K -1,934 -2%
UW
227
Unique Wealth
Florida
$6.87M +$3.56M +60,456 +108%
AA
228
Ancora Advisors
Ohio
$6.83M +$1.49M +25,280 +28%
KCM
229
Kathmere Capital Management
Pennsylvania
$6.79M -$233K -3,950 -3%
SWM
230
Spire Wealth Management
Virginia
$6.78M +$12.4K +211 +0.2%
CAM
231
Cobblestone Asset Management
Virginia
$6.75M -$1.8M -30,540 -21%
C1AG
232
Client 1st Advisory Group
Florida
$6.72M +$326K +5,528 +5%
AssetMark Inc
233
AssetMark Inc
California
$6.69M -$5.65M -95,802 -46%
LI
234
LifeWealth Investments
Florida
$6.67M +$3.28M +55,641 +97%
SL
235
SWMG LLC
Texas
$6.65M -$3.94M -65,052 -37%
SPAS
236
Spectrum Planning & Advisory Services
California
$6.64M +$681K +11,553 +11%
BMWS
237
Brady Martz Wealth Solutions
North Dakota
$6.57M -$118 -2 -0%
CFO
238
Callan Family Office
Pennsylvania
$6.43M -$266K -4,510 -4%
SWM
239
SigFig Wealth Management
California
$6.41M -$1.57M -26,428 -20%
GIS
240
Grayhawk Investment Strategies
Alberta, Canada
$6.37M -$1.67M -28,400 -21%
NSIM
241
North Star Investment Management
Illinois
$6.37M +$111K +1,889 +2%
MFA
242
Mayflower Financial Advisors
Massachusetts
$6.33M -$400K -6,791 -6%
ACM
243
Ascent Capital Management
Oregon
$6.32M -$119K -2,024 -2%
CC
244
Courier Capital
New York
$6.3M -$95.9K -1,627 -2%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$6.22M -$2.15M -36,425 -26%
PP
246
PrairieView Partners
Minnesota
$6.21M -$23K -390 -0.4%
CA
247
CoreCap Advisors
Michigan
$6.2M +$963K +16,343 +18%
GT
248
Glenmede Trust
Pennsylvania
$6.16M +$15.3K +260 +0.2%
WWA
249
WCG Wealth Advisors
Nevada
$6.09M -$2.22M -37,666 -27%
ACA
250
Atlas Capital Advisors
Wyoming
$6.06M -$23.1K -392 -0.4%
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