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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 %
CWM
501
Congress Wealth Management
Massachusetts
$1.25M +$1.25M +21,259 New
DC
502
Davenport & Co
Virginia
$1.24M +$190K +3,219 +18%
MG
503
Mather Group
Illinois
$1.24M -$54.9K -931 -4%
OA
504
Operose Advisors
Wisconsin
$1.23M +$947K +16,073 +334%
RCM
505
Raleigh Capital Management
North Carolina
$1.22M -$442K -7,499 -27%
MWM
506
McMill Wealth Management
Nebraska
$1.18M +$432K +7,333 +58%
Citadel Advisors
507
Citadel Advisors
Florida
$1.18M +$1.18M +20,000 New
HKIMG
508
Hutchens & Kramer Investment Management Group
Indiana
$1.17M -$350K -5,932 -23%
IAN
509
Integrated Advisors Network
Texas
$1.17M +$651K +11,046 +126%
GSWM
510
Golden State Wealth Management
California
$1.16M +$61K +1,035 +6%
JWM
511
JDH Wealth Management
California
$1.16M – – –
WIM
512
Westside Investment Management
California
$1.15M -$81.7K -1,386 -7%
QP
513
Quartz Partners
New York
$1.15M +$714K +12,113 +163%
BFA
514
Beacon Financial Advisory
Ohio
$1.15M -$201K -3,413 -15%
TFA
515
Tobias Financial Advisors
Florida
$1.14M -$4.89K -83 -0.4%
AEPWM
516
Atlantic Edge Private Wealth Management
Florida
$1.14M -$96.2K -1,632 -8%
SIS
517
Sound Income Strategies
Florida
$1.14M +$6.37K +108 +0.6%
AFW
518
Avantra Family Wealth
Pennsylvania
$1.12M -$62.2K -1,056 -5%
CCB
519
Country Club Bank
Missouri
$1.11M – – –
AWP
520
Axis Wealth Partners
Rhode Island
$1.11M -$60.9K -1,033 -5%
MOS
521
MGO One Seven
Ohio
$1.11M +$32.2K +547 +3%
FA
522
Fedenia Advisers
Wisconsin
$1.1M -$73.5K -1,247 -6%
FHC
523
First Heartland Consultants
Missouri
$1.08M -$962K -16,328 -47%
QWM
524
Quadcap Wealth Management
Texas
$1.08M -$160K -2,723 -13%
AIA
525
Accelerate Investment Advisors
California
$1.07M +$107K +1,823 +11%
19 20
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