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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 %
WA
276
Wealth Architects
California
$4.88M -$101K -1,718 -2%
EWA
277
Elevate Wealth Advisory
Georgia
$4.87M -$59.4K -1,008 -1%
MCA
278
Maryland Capital Advisors
Maryland
$4.81M -$73.8K -1,252 -2%
RT
279
Rockland Trust
Massachusetts
$4.8M -$58.6K -994 -1%
SFG
280
Shum Financial Group
California
$4.76M +$78K +1,324 +2%
FT
281
Fiduciary Trust
Massachusetts
$4.76M -$19K -323 -0.4%
AG
282
Ascent Group
Virginia
$4.75M +$3.08M +52,328 +185%
MCM
283
M1 Capital Management
Michigan
$4.68M -$1.67M -28,279 -26%
FWP
284
Firethorn Wealth Partners
Georgia
$4.67M -$889K -15,077 -16%
UAS
285
United Asset Strategies
New York
$4.67M +$2.4M +40,779 +106%
5W
286
5T Wealth
California
$4.66M -$745K -12,638 -14%
1WA
287
180 Wealth Advisors
Washington
$4.62M -$129K -2,197 -3%
MBT
288
Montecito Bank & Trust
California
$4.61M -$51K -865 -1%
BWCS
289
Beirne Wealth Consulting Services
Connecticut
$4.58M +$41.7K +707 +0.9%
PFP
290
Pinnacle Financial Partners
Tennessee
$4.57M +$1.34M +22,651 +41%
Legacy Financial Group (Iowa)
291
Legacy Financial Group (Iowa)
Iowa
$4.54M -$1.85M -31,394 -29%
RWP
292
RWA Wealth Partners
Massachusetts
$4.54M +$4.54M +77,016 New
MA
293
Mutual Advisors
Nebraska
$4.5M -$115K -1,907 -3%
NWM
294
Northwest Wealth Management
Iowa
$4.48M -$373K -6,332 -8%
TWM
295
Tradition Wealth Management
Minnesota
$4.46M -$817K -13,856 -15%
PFBT
296
Parkside Financial Bank & Trust
Missouri
$4.32M -$27.2K -461 -0.6%
RP
297
Riverwater Partners
Wisconsin
$4.26M -$959K -16,279 -18%
AWA
298
Arkadios Wealth Advisors
Georgia
$4.24M +$3.13M +53,048 +281%
CFO
299
Collective Family Office
Pennsylvania
$4.21M -$249K -4,232 -6%
PA
300
PFG Advisors
Arizona
$4.2M -$263K -4,456 -6%
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