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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 %
VPP
251
Vertex Planning Partners
Illinois
$5.98M +$3.39M +57,483 +131%
SFA
252
Seneca Financial Advisors
New York
$5.98M +$87.4K +1,483 +1%
NP
253
NorthRock Partners
Minnesota
$5.97M -$149K -2,535 -2%
CA
254
Capital Advantage
California
$5.96M – – –
WFPG
255
Waller Financial Planning Group
Ohio
$5.83M +$123K +2,090 +2%
AWM
256
Apollon Wealth Management
South Carolina
$5.82M +$1.74M +29,555 +43%
HWM
257
Hobbs Wealth Management
Indiana
$5.7M -$1.09M -18,514 -16%
TVM
258
True Vision MN
Minnesota
$5.7M -$1.29M -21,889 -18%
SHF
259
Stage Harbor Financial
Massachusetts
$5.68M +$462K +7,842 +9%
EA
260
Efficient Advisors
Ohio
$5.66M -$1.83M -31,110 -24%
CAL
261
Capital Analysts LLC
Pennsylvania
$5.65M -$1.12M -19,005 -17%
DWT
262
Dorsey & Whitney Trust
South Dakota
$5.55M -$177K -2,996 -3%
APP
263
Avantax Planning Partners
Iowa
$5.5M +$361K +6,132 +7%
GWP
264
Gen-Wealth Partners
Michigan
$5.48M -$409K -6,937 -7%
LWM
265
Liberty Wealth Management
California
$5.34M -$1.21M -20,533 -18%
SVWG
266
Shared Vision Wealth Group
United States
$5.29M -$705K -11,964 -12%
DWM
267
Drive Wealth Management
Utah
$5.25M +$5.25M +89,076 New
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$5.24M +$5.24M +88,862 New
OWCM
269
One Wealth Capital Management
Arizona
$5.24M -$354K -6,004 -6%
MWM
270
McNaughton Wealth Management
California
$5.23M +$5.23M +88,796 New
GAM
271
Gotham Asset Management
New York
$5.23M +$211K +3,581 +4%
CG
272
Clifford Group
Massachusetts
$5.12M +$604K +10,248 +13%
KV
273
Kickstand Ventures
New York
$5.1M +$444K +7,536 +10%
CWP
274
Corepath Wealth Partners
Arizona
$5.06M +$92.8K +1,556 +2%
EFH
275
Eaton Financial Holdings
Florida
$4.89M – – –
9 10
11
12 13