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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 %
SIA
351
SkyView Investment Advisors
New Jersey
$3.01M +$147K +2,489 +5%
IA
352
IFG Advisory
Georgia
$2.99M -$601K -10,199 -17%
CWM
353
Centurion Wealth Management
Virginia
$2.99M – – –
Millennium Management
354
Millennium Management
New York
$2.98M +$2.98M +50,493 New
TF
355
Theory Financial
Colorado
$2.97M -$765K -12,972 -20%
KFI
356
Key Financial Inc
Pennsylvania
$2.93M – – –
CC
357
Copperleaf Capital
North Carolina
$2.92M -$859K -14,567 -23%
DSA
358
Droms Strauss Advisors
Missouri
$2.91M -$134K -2,268 -4%
HPM
359
Hoxton Planning & Management
West Virginia
$2.9M -$473K -8,032 -14%
WAL
360
W Advisors LLC
Tennessee
$2.9M -$465K -7,897 -14%
MA
361
MONECO Advisors
Connecticut
$2.89M -$2.11M -35,854 -42%
PFS
362
Prospera Financial Services
Texas
$2.88M -$533K -9,045 -16%
SFA
363
Salus Financial Advisors
Colorado
$2.85M -$304K -5,165 -10%
BFS
364
BridgePort Financial Solutions
Iowa
$2.85M +$3.12K +53 +0.1%
AWE
365
Avidian Wealth Enterprises
Texas
$2.84M -$765K -12,987 -21%
EWA
366
EverSource Wealth Advisors
Alabama
$2.83M +$164K +2,780 +6%
SWP
367
Stratos Wealth Partners
Ohio
$2.82M +$168K +2,856 +6%
Brown Advisory
368
Brown Advisory
Maryland
$2.82M -$899K -15,248 -24%
RIM
369
Redwood Investment Management
Arizona
$2.81M +$157K +2,660 +6%
WT
370
Whittier Trust
California
$2.81M +$4.71K +80 +0.2%
SFS
371
Summit Financial Strategies
Ohio
$2.81M +$64.4K +1,092 +2%
DWS
372
Dynamic Wealth Strategies
California
$2.79M -$361K -6,129 -11%
RFP
373
RCS Financial Planning
Maryland
$2.78M -$316K -5,365 -10%
DAS
374
Diversify Advisory Services
Utah
$2.77M -$1.02M -16,717 -27%
BWMG
375
Barnes Wealth Management Group
California
$2.77M -$898K -15,234 -24%
13 14
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