EFV icon

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 %
AA
376
Advisory Alpha
Michigan
$2.76M +$77.4K +1,313 +3%
CIS
377
Custom Index Systems
New York
$2.75M +$233K +3,946 +9%
GWP
378
Gateway Wealth Partners
Wisconsin
$2.72M -$743K -12,608 -21%
RW
379
Ridgeline Wealth
Arizona
$2.69M -$107K -1,812 -4%
SIM
380
Synergy Investment Management
Florida
$2.68M -$1.33M -22,629 -33%
RWS
381
Retirement Wealth Solutions
Wisconsin
$2.68M +$77.4K +1,314 +3%
IFS
382
Ifrah Financial Services
Arkansas
$2.67M -$52.9K -897 -2%
SWA
383
Sax Wealth Advisors
New Jersey
$2.65M -$240K -4,073 -8%
IA
384
IFP Advisors
Florida
$2.65M -$132K -2,244 -5%
O3W
385
Omni 360 Wealth
New Jersey
$2.6M +$59.8K +1,015 +2%
SAW
386
Signal Advisors Wealth
Michigan
$2.6M -$168K -2,842 -6%
NW
387
NewEdge Wealth
Pennsylvania
$2.6M -$10.6K -180 -0.4%
Principal Financial Group
388
Principal Financial Group
Iowa
$2.58M -$405K -6,875 -14%
LAM
389
L2 Asset Management
Massachusetts
$2.51M +$2.51M +42,534 New
SYBT
390
Stock Yards Bank & Trust
Kentucky
$2.48M +$7.66K +130 +0.3%
SRC
391
Shufro Rose & Co
New York
$2.45M -$311K -5,281 -11%
RW
392
Regimen Wealth
Georgia
$2.4M -$55.2K -936 -2%
HNB
393
Huntington National Bank
Ohio
$2.38M -$2.24M – –
HSBC Holdings
394
HSBC Holdings
United Kingdom
$2.38M +$545K +9,246 +30%
SFG
395
Sage Financial Group
Pennsylvania
$2.38M -$529K -8,973 -18%
BWA
396
BCU Wealth Advisors
Illinois
$2.37M +$195K +3,307 +9%
FFA
397
First Foundation Advisors
California
$2.32M +$28.4K +481 +1%
WF
398
Warner Financial
Maryland
$2.32M +$18.7K +317 +0.8%
EFG
399
Ehrlich Financial Group
California
$2.3M -$2.44M -41,330 -51%
RWP
400
Revolve Wealth Partners
New Jersey
$2.29M +$3.42K +58 +0.1%
14 15
16
17 18