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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 %
NS
401
NBC Securities
Alabama
$2.28M +$2.28M +38,731 +107,586%
SF
402
SWP Financial
California
$2.28M -$1.25M -21,249 -35%
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$2.26M -$251K -4,257 -10%
CWP
404
Cyndeo Wealth Partners
Florida
$2.23M -$241K -4,087 -10%
BIG
405
Bush Investment Group
Georgia
$2.22M -$590K -10,007 -21%
D
406
Dentgroup
Louisiana
$2.18M +$176K +2,988 +9%
CB
407
Commerce Bank
Missouri
$2.18M -$398K -6,753 -15%
KWM
408
Kingsview Wealth Management
Oregon
$2.17M +$32.2K +546 +2%
AFTS
409
American Financial & Tax Strategies
New York
$2.15M -$278K -4,712 -11%
CWA
410
CogentBlue Wealth Advisors
Tennessee
$2.12M – – –
VM
411
VPR Management
Texas
$2.1M – – –
KAM
412
KEB Asset Management
Illinois
$2.1M -$707 -12 -0%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$2.09M -$148K -2,515 -7%
SFS
414
Sowell Financial Services
Arkansas
$2.08M -$230K -3,896 -10%
TPCW
415
TD Private Client Wealth
New York
$2.08M +$65.3K +1,108 +3%
FHA
416
Flagship Harbor Advisors
Massachusetts
$2.07M -$429K -7,282 -17%
IIC
417
Ironwood Investment Counsel
Arizona
$2.06M -$117K -1,977 -5%
TWC
418
TD Waterhouse Canada
Ontario, Canada
$2.06M +$137K +2,321 +7%
NA
419
Navellier & Associates
Nevada
$2.06M – – –
CRI
420
Commonwealth Retirement Investments
Virginia
$2.02M -$449K -7,615 -18%
FW
421
FullCircle Wealth
Texas
$2M -$622K -10,187 -24%
BIG
422
Brookwood Investment Group
Arizona
$1.98M +$1.98M +33,548 New
AC
423
Addison Capital
Pennsylvania
$1.94M +$398K +6,753 +26%
LIA
424
LifePlan Investment Advisors
North Carolina
$1.92M -$207K -3,511 -10%
AWM
425
Able Wealth Management
New Jersey
$1.91M +$974K +16,529 +104%
15 16
17
18 19