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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 %
Franklin Resources
476
Franklin Resources
California
$1.47M +$1.4M +23,793 +2,124%
GVAG
477
Great Valley Advisor Group
Delaware
$1.45M +$88.1K +1,494 +6%
HS
478
Horan Securities
United States
$1.45M +$699K +11,854 +93%
FWM
479
Fortress Wealth Management
California
$1.44M -$33.2K -563 -2%
KP
480
Keel Point
Alabama
$1.43M – – –
CM
481
Columbus Macro
Pennsylvania
$1.4M +$1.4M +23,685 New
NHC
482
Nicholas Hoffman & Company
Georgia
$1.39M -$103K -1,746 -7%
OC
483
Oppenheimer & Co
New York
$1.39M -$6.84K -116 -0.5%
AWMNH
484
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M +$139K +2,357 +11%
FWP
485
Falcon Wealth Planning
California
$1.37M -$23.4K -397 -2%
CAM
486
Cresset Asset Management
Illinois
$1.34M -$22.6K -383 -2%
ACP
487
Aveo Capital Partners
Colorado
$1.34M -$1.06M -17,168 -44%
IBOK
488
Independence Bank of Kentucky
Kentucky
$1.34M +$75K +1,272 +6%
FWA
489
FSC Wealth Advisors
New York
$1.33M +$276K +4,687 +26%
LA
490
LVW Advisors
New York
$1.31M -$248K -4,202 -16%
PCA
491
Prosperity Capital Advisors
Ohio
$1.3M -$242K -4,097 -16%
SCM
492
SCS Capital Management
Massachusetts
$1.3M -$12.3M -208,882 -90%
MCM
493
Mainstream Capital Management
California
$1.29M -$49K -831 -4%
CAM
494
Campion Asset Management
Virginia
$1.29M – – –
APC
495
Aspire Private Capital
North Carolina
$1.28M -$184K -3,119 -13%
DADC
496
D.A. Davidson & Co
Montana
$1.28M +$451K +7,650 +54%
SAI
497
Savvy Advisors Inc
New York
$1.26M +$920K +15,606 +267%
ISFAN
498
Investor's Fiduciary Advisor Network
Washington
$1.26M -$64.9K -1,101 -5%
LA
499
Latitude Advisors
Florida
$1.26M +$150K +2,542 +14%
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$1.25M +$139K +2,355 +12%
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