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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 %
GWMR
526
GC Wealth Management RIA
Massachusetts
$1.05M – – –
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$1.04M +$173K +2,929 +20%
MWP
528
MYCIO Wealth Partners
Pennsylvania
$1.04M – – –
CF
529
Centaurus Financial
California
$1.03M -$3.89K -66 -0.4%
ATI
530
ARK & TLK Investments
Oklahoma
$1.02M – – –
FWM
531
Fonville Wealth Management
Virginia
$1.02M -$30.5K -499 -3%
LI
532
LRI Investments
Florida
$1.01M +$930K +15,777 +1,104%
RFN
533
RDA Financial Network
Iowa
$1,000K -$439K -7,446 -31%
SG
534
StoneX Group
New York
$997K +$6.25K +106 +0.6%
ACA
535
Ascension Capital Advisors
Texas
$991K – – –
LA
536
LexAurum Advisors
Kansas
$991K -$53.8K -912 -5%
CFG
537
Citizens Financial Group
Rhode Island
$985K +$612K +10,378 +164%
FAI
538
Fiduciary Advisors Inc
Missouri
$981K – – –
VWA
539
Visionary Wealth Advisors
Illinois
$979K -$49.2K -834 -5%
CCWA
540
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$977K -$55.8K -947 -5%
I
541
InvesTrust
Oklahoma
$974K +$118K +2,000 +14%
Squarepoint
542
Squarepoint
New York
$970K +$564K +9,566 +139%
Q1WB
543
Quest 10 Wealth Builders
Virginia
$965K +$83.8K +1,421 +10%
RA
544
Rockingstone Advisors
Massachusetts
$964K +$18.9K +320 +2%
PSCM
545
Per Stirling Capital Management
Texas
$955K +$508K +8,612 +113%
RCS
546
Retirement Capital Strategies
California
$954K +$954K +16,188 New
Betterment LLC
547
Betterment LLC
New York
$952K +$38.8K +658 +4%
WCM
548
WealthTrak Capital Management
Virginia
$949K -$346K -5,878 -27%
PWAM
549
Private Wealth Asset Management
Iowa
$948K +$948K +16,078 New
CWMK
550
Caliber Wealth Management (Kansas)
Kansas
$947K +$947K +16,070 New
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