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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 %
DL
326
DOHJ LLC
Washington
$3.71M +$467K +7,924 +14%
BOSSRA
327
B.O.S.S. Retirement Advisors
Utah
$3.68M +$93.5K +1,587 +3%
FWMM
328
Foundation Wealth Management (Missouri)
Missouri
$3.66M -$111K -1,880 -3%
BBWP
329
Beacon Bridge Wealth Partners
Pennsylvania
$3.65M -$403K -6,842 -10%
DI
330
Disciplined Investments
Oklahoma
$3.63M -$15K -254 -0.4%
MSWMA
331
Market Street Wealth Management Advisors
Indiana
$3.6M -$128K -2,165 -3%
Financial Engines Advisors
332
Financial Engines Advisors
California
$3.59M -$96.3K -1,634 -3%
MCCA
333
Mill Creek Capital Advisors
Pennsylvania
$3.59M -$298K -5,053 -8%
TCM
334
Telos Capital Management
California
$3.56M +$161K +2,732 +5%
MYIA
335
Mount Yale Investment Advisors
Colorado
$3.5M -$3.27M -55,546 -48%
BBA
336
Braun-Bostich & Associates
Pennsylvania
$3.49M -$496K -8,420 -12%
CA
337
Claro Advisors
Massachusetts
$3.47M -$505K -8,574 -13%
VW
338
Vance Wealth
California
$3.42M -$276K -4,675 -7%
VCP
339
Verus Capital Partners
Arizona
$3.39M -$872K -14,803 -20%
EH
340
Equitable Holdings
New York
$3.38M +$24.4K +414 +0.7%
SCM
341
SOL Capital Management
Maryland
$3.38M -$168K -2,845 -5%
MLA
342
My Legacy Advisors
Oregon
$3.34M -$703K -11,921 -17%
WANY
343
Wealthspire Advisors (New York)
New York
$3.33M +$1.73M +29,272 +108%
AL
344
ADE LLC
Maryland
$3.29M -$27.6K -468 -0.8%
RA
345
RFG Advisory
Alabama
$3.29M -$4.82M -81,734 -59%
IF
346
Intrua Financial
Texas
$3.26M -$425K -7,204 -12%
NFP
347
Narus Financial Partners
Utah
$3.15M +$107K +1,807 +4%
CFG
348
Clayton Financial Group
Missouri
$3.15M +$62.5K +1,060 +2%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$3.12M +$67.6K +1,147 +2%
ANTB
350
AMG National Trust Bank
Colorado
$3.01M -$41.3K -700 -1%
12 13
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