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iShares MSCI EAFE Value ETF

1,010 hedge funds and large institutions have $18B invested in iShares MSCI EAFE Value ETF in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 497 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

4% more funds holding in top 10

Funds holding in top 10: 9195 (+4)

0% less funds holding

Funds holding: 1,0111,010 (-1)

4.06% less ownership

Funds ownership: 92.43%88.37% (-4.1%)

7% less capital invested

Capital invested by funds: $19.3B → $18B (-$1.25B)

45% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 497

Holders
1,010
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
13.54%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.27%
New
83
Increased
272
Reduced
497
Closed
57
Calls
$91.7M
Puts
Net Calls
+$91.7M
Net Calls Change
+$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JHU
26
Johns Hopkins University
Maryland
$107M +$51.2M +905,600 +99%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$107M +$18.9M +334,523 +23%
OIA
28
OneDigital Investment Advisors
Kansas
$107M -$33.5M -592,569 -25%
RIG
29
RiverFront Investment Group
Virginia
$101M -$41.7M -737,335 -30%
EWM
30
Empirical Wealth Management
Washington
$101M +$3.43M +60,697 +4%
MMA
31
Miracle Mile Advisors
California
$98.1M +$6.41M +113,241 +7%
NA
32
NewEdge Advisors
Louisiana
$97.4M -$27.9M -492,674 -23%
SA
33
Sanctuary Advisors
Indiana
$94.5M -$30.1M -532,735 -25%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$93.5M -$9.81M -173,408 -10%
OMC
35
Old Mission Capital
Illinois
$92.9M +$89.2M +1,576,729 New
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$90.4M +$12.5M +221,026 +17%
M&T Bank
37
M&T Bank
New York
$85.8M -$63.6M -1,123,709 -44%
Raymond James Financial
38
Raymond James Financial
Florida
$84.3M -$20.8M -367,278 -20%
AA
39
Alesco Advisors
New York
$83.4M -$657K -11,614 -0.8%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$80.5M -$842K -14,892 -1%
JC
41
JB Capital
Connecticut
$78.3M -$24.6M -433,979 -25%
SC
42
Savant Capital
Illinois
$74.5M +$8.54M +150,898 +14%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$73.4M +$246K +4,353 +0.4%
AOI
44
Auto-Owners Insurance
Michigan
$71.5M -$203M -3,589,000 -78%
FIA
45
Foundations Investment Advisors
Arizona
$70.7M -$20.1M -355,610 -23%
DWM
46
Dynasty Wealth Management
Florida
$69.7M -$7.36M -130,040 -10%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$69.1M -$2.26M -40,000 -3%
AL
48
Aspiriant LLC
California
$66.9M -$2.85M -50,446 -4%
UCFA
49
United Capital Financial Advisors
Texas
$66.3M -$19.3M -340,626 -23%
MFG
50
Merit Financial Group
Georgia
$62.7M +$37.9M +669,162 +170%

EFV Hedge Fund Activity: Q1 2025 in Review

1,010 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2025, worth a combined $18B — down 6.5% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EFV positions and 57 closed out — a net gain of 26 holders — while 272 added to existing stakes and 497 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $190M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.54B sold.

  • 1,010 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2025, down from 1,011 in Q4 2024.
  • Funds reported $18B of iShares MSCI EAFE Value ETF stock for Q1 2025, down 6.5% quarter-over-quarter.
  • 83 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2025 and 57 closed out, a net change of +26 holders.
  • The largest iShares MSCI EAFE Value ETF buyer in Q1 2025 was Hamilton Capital, an estimated $190M added.
  • The largest iShares MSCI EAFE Value ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $1.54B sold.

Based on aggregated 13F filings for Q1 2025.