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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 %
BCG
451
Breakwater Capital Group
New Jersey
$1.72M +$315K +5,345 +22%
VWM
452
Venturi Wealth Management
Texas
$1.7M -$726K -12,323 -30%
MWA
453
Merkkuri Wealth Advisors
New York
$1.7M -$343K -5,816 -17%
KeyBank National Association
454
KeyBank National Association
Ohio
$1.65M -$120K -2,030 -7%
WS
455
Wedbush Securities
California
$1.65M +$122K +2,074 +8%
SWM
456
Sagace Wealth Management
Florida
$1.65M -$55.3K -939 -3%
T
457
Transce3nd
Texas
$1.64M +$123K +2,086 +8%
RFWA
458
RPg Family Wealth Advisory
Massachusetts
$1.64M +$1.64M +27,830 New
WPWM
459
Windward Private Wealth Management
Kansas
$1.62M – – –
KWA
460
Kingswood Wealth Advisors
California
$1.62M -$28.8K -488 -2%
MSRPS
461
Maryland State Retirement & Pension System
Maryland
$1.6M +$319K +5,411 +25%
BWA
462
Beam Wealth Advisors
Louisiana
$1.58M +$33.3K +565 +2%
CFD
463
Creative Financial Designs
Indiana
$1.57M -$212K -3,598 -12%
CAM
464
Concorde Asset Management
Michigan
$1.56M -$217K -3,865 -12%
HI
465
Harbour Investments
Wisconsin
$1.56M -$2.33M -39,539 -60%
BEI
466
Benjamin Edwards Inc
Missouri
$1.55M -$497K -8,431 -24%
SFG
467
Sovereign Financial Group
Connecticut
$1.55M -$512K -8,684 -25%
UF
468
Univest Financial
Pennsylvania
$1.55M +$1.3K +22 +0.1%
WFS
469
WealthGarden F.S.
California
$1.53M -$848K -14,386 -36%
AWM
470
Aprio Wealth Management
Georgia
$1.53M +$586K +9,937 +62%
FI
471
FWG Investments
Kentucky
$1.5M +$67.1K +1,138 +5%
FWMP
472
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M -$7.96K -135 -0.5%
TWP
473
Tempus Wealth Planning
California
$1.48M -$5.36K -91 -0.4%
TCA
474
Transcend Capital Advisors
New Jersey
$1.48M -$32.5K -551 -2%
CWA
475
Clearview Wealth Advisors
Oregon
$1.47M -$435K -7,373 -23%
17 18
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