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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 %
JHU
26
Johns Hopkins University
Maryland
$107M +$53.4M +905,600 +99%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$107M +$19.7M +334,523 +23%
OIA
28
OneDigital Investment Advisors
Kansas
$107M -$34.9M -592,569 -25%
RIG
29
RiverFront Investment Group
Virginia
$101M -$43.5M -737,335 -30%
EWM
30
Empirical Wealth Management
Washington
$101M +$3.58M +60,697 +4%
MMA
31
Miracle Mile Advisors
California
$98.1M +$6.67M +113,241 +7%
NA
32
NewEdge Advisors
Louisiana
$97.4M -$29M -492,674 -23%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$93.5M -$10.2M -173,408 -10%
OMC
34
Old Mission Capital
Illinois
$92.9M +$92.9M +1,576,729 New
TIAA Trust, National Association
35
TIAA Trust, National Association
North Carolina
$90.4M +$13M +221,026 +17%
M&T Bank
36
M&T Bank
New York
$85.8M -$66.2M -1,123,709 -44%
Raymond James Financial
37
Raymond James Financial
Florida
$84.3M -$21.6M -367,278 -20%
AA
38
Alesco Advisors
New York
$83.4M -$685K -11,614 -0.8%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$80.5M -$817K -14,892 -1%
JC
40
JB Capital
Connecticut
$78.3M -$25.6M -433,979 -25%
SC
41
Savant Capital
Illinois
$74.9M +$9.32M +158,074 +14%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$73.4M +$257K +4,353 +0.4%
AOI
43
Auto-Owners Insurance
Michigan
$71.5M -$257M -3,589,000 -78%
FIA
44
Foundations Investment Advisors
Arizona
$70.7M -$21M -355,610 -23%
DWM
45
Dynasty Wealth Management
Florida
$69.7M -$7.66M -130,040 -10%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$69.1M -$2.36M -40,000 -3%
AL
47
Aspiriant LLC
California
$66.9M -$2.97M -50,446 -4%
UCFA
48
United Capital Financial Advisors
Texas
$66.3M -$20.1M -340,626 -23%
MFG
49
Merit Financial Group
Georgia
$62.7M +$39.4M +669,162 +170%
AWM
50
AE Wealth Management
Kansas
$62.3M -$412K -6,995 -0.7%
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