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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 %
CFA
301
Cahill Financial Advisors
Minnesota
$4.18M -$123K -2,080 -3%
ZF
302
Zhang Financial
Michigan
$4.18M -$274K -4,643 -6%
MWM
303
Modern Wealth Management
Kansas
$4.16M +$288K +4,888 +7%
EPW
304
Endeavor Private Wealth
Kansas
$4.16M +$242K +4,099 +6%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.15M -$1.63M -27,704 -28%
USCWA
306
U.S. Capital Wealth Advisors
Texas
$4.1M -$322K -5,458 -7%
SWM
307
Scissortail Wealth Management
Oklahoma
$4.05M -$1.54M -26,085 -28%
BWM
308
BlackDiamond Wealth Management
New York
$4.04M +$760K +12,317 +23%
LSA
309
Lansing Street Advisors
Pennsylvania
$4.02M +$175K +2,962 +5%
HG
310
Harbor Group
New Hampshire
$3.99M +$589K +9,991 +17%
WEG
311
World Equity Group
Illinois
$3.98M +$269K +4,571 +7%
LF
312
Lantz Financial
Illinois
$3.97M -$558K -9,471 -12%
NFW
313
Noble Family Wealth
Florida
$3.96M +$191K +3,244 +5%
QPWM
314
Quadrant Private Wealth Management
Pennsylvania
$3.96M -$29.6K -503 -0.7%
IFA
315
Interactive Financial Advisors
Illinois
$3.94M -$45.7K -776 -1%
LWA
316
Lifelong Wealth Advisors
Minnesota
$3.93M -$687K -11,650 -15%
NC
317
Napatree Capital
Rhode Island
$3.89M -$2.3M -39,044 -37%
P
318
Pitcairn
Pennsylvania
$3.88M – – –
TPWA
319
Twin Peaks Wealth Advisors
California
$3.87M -$615K -10,640 -14%
CWM
320
Cranbrook Wealth Management
Michigan
$3.84M +$52.5K +891 +1%
YWM
321
Yukon Wealth Management
Kansas
$3.84M +$3.84M +65,186 New
CAG
322
Csenge Advisory Group
Florida
$3.83M -$234K -3,990 -6%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$3.77M -$718K -12,188 -16%
FRA
324
FFG Retirement Advisors
Colorado
$3.76M -$462K -7,834 -11%
CCMG
325
Clark Capital Management Group
Pennsylvania
$3.74M +$3.74M +63,490 New
11 12
13
14 15