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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 %
WWA
426
Wingate Wealth Advisors
Massachusetts
$1.91M -$193K -3,275 -9%
MIAS
427
Mason Investment Advisory Services
Virginia
$1.88M – – –
SIA
428
Stegner Investment Associates
Kentucky
$1.85M -$34.1K -579 -2%
JSW
429
Journey Strategic Wealth
New Jersey
$1.85M -$17.2K -291 -0.9%
NL
430
NWAM LLC
Washington
$1.85M -$258K -4,373 -12%
CTC
431
Central Trust Company
Missouri
$1.84M -$42.1K -714 -2%
AFG
432
Atomi Financial Group
New York
$1.84M -$39.1K -664 -2%
SPI
433
Sutton Place Investors
New York
$1.84M -$410K -6,960 -18%
KTM
434
Keeler Thomas Management
Utah
$1.83M -$10.5M -178,054 -85%
SC
435
Seldon Capital
California
$1.83M – – –
AA
436
Armis Advisers
Georgia
$1.82M -$463K -7,851 -20%
CCFM
437
Clear Creek Financial Management
Washington
$1.81M -$287K -4,864 -14%
WP
438
WealthPLAN Partners
Nebraska
$1.8M -$479K -8,134 -21%
MWM
439
Maripau Wealth Management
Indiana
$1.8M -$296K -5,022 -14%
SPC
440
Sigma Planning Corp
Michigan
$1.8M -$181K -3,070 -9%
GM
441
GeoWealth Management
Illinois
$1.79M -$378K -6,421 -17%
FAIM
442
Financial Advocates Investment Management
Washington
$1.79M -$304K -5,166 -15%
ICP
443
Interchange Capital Partners
Pennsylvania
$1.79M -$580K -9,839 -24%
SFM
444
Signet Financial Management
New Jersey
$1.77M +$1.77M +30,083 New
GS
445
GWN Securities
Florida
$1.76M +$1.76M +29,828 New
WC
446
Weil Company
California
$1.76M -$38.5K -653 -2%
NCM
447
Neumann Capital Management
California
$1.76M – – –
CFG
448
Cooper Financial Group
California
$1.73M +$173K +2,942 +11%
CIA
449
Concurrent Investment Advisors
Florida
$1.73M -$208K -3,534 -11%
PG
450
Patten Group
Tennessee
$1.73M +$419K +7,102 +32%
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