EFV icon

iShares MSCI EAFE Value ETF

997 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, 271 increasing their positions, 490 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $19.3B → $17.9B (-$1.36B)

45% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 490

Holders
997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
426
Wingate Wealth Advisors
Massachusetts
$1.91M
MIAS
427
Mason Investment Advisory Services
Virginia
$1.88M
SIA
428
Stegner Investment Associates
Kentucky
$1.85M
JSW
429
Journey Strategic Wealth
New Jersey
$1.85M
NL
430
NWAM LLC
Washington
$1.85M
CTC
431
Central Trust Company
Missouri
$1.84M
AFG
432
Atomi Financial Group
New York
$1.84M
SPI
433
Sutton Place Investors
New York
$1.84M
KTM
434
Keeler Thomas Management
Utah
$1.83M
SC
435
Seldon Capital
California
$1.83M
AA
436
Armis Advisers
Georgia
$1.82M
CCFM
437
Clear Creek Financial Management
Washington
$1.81M
WP
438
WealthPLAN Partners
Nebraska
$1.8M
MWM
439
Maripau Wealth Management
Indiana
$1.8M
SPC
440
Sigma Planning Corp
Michigan
$1.8M
GM
441
GeoWealth Management
Illinois
$1.79M
FAIM
442
Financial Advocates Investment Management
Washington
$1.79M
ICP
443
Interchange Capital Partners
Pennsylvania
$1.79M
SFM
444
Signet Financial Management
New Jersey
$1.77M
GS
445
GWN Securities
Florida
$1.76M
WC
446
Weil Company
California
$1.76M
NCM
447
Neumann Capital Management
California
$1.76M
CFG
448
Cooper Financial Group
California
$1.73M
CIA
449
Concurrent Investment Advisors
Florida
$1.73M
PG
450
Patten Group
Tennessee
$1.73M