EFV icon

iShares MSCI EAFE Value ETF

997 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, 271 increasing their positions, 490 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $19.3B → $17.9B (-$1.36B)

45% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 490

Holders
997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Accelerate Investment Advisors
California
$1.07M
GWMR
527
GC Wealth Management RIA
Massachusetts
$1.05M
OSAM
528
O'Shaughnessy Asset Management
Connecticut
$1.04M
MWP
529
MYCIO Wealth Partners
Pennsylvania
$1.04M
CF
530
Centaurus Financial
California
$1.02M
ATI
531
ARK & TLK Investments
Oklahoma
$1.02M
FWM
532
Fonville Wealth Management
Virginia
$1.02M
LI
533
LRI Investments
Florida
$1.01M
RFN
534
RDA Financial Network
Iowa
$1,000K
SG
535
StoneX Group
New York
$997K
ACA
536
Ascension Capital Advisors
Texas
$991K
LA
537
LexAurum Advisors
Kansas
$991K
CFG
538
Citizens Financial Group
Rhode Island
$985K
FAI
539
Fiduciary Advisors Inc
Missouri
$981K
VWA
540
Visionary Wealth Advisors
Illinois
$979K
CCWA
541
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$977K
I
542
InvesTrust
Oklahoma
$974K
Squarepoint
543
Squarepoint
New York
$970K
Q1WB
544
Quest 10 Wealth Builders
Virginia
$965K
RA
545
Rockingstone Advisors
Massachusetts
$964K
PSCM
546
Per Stirling Capital Management
Texas
$955K
RCS
547
Retirement Capital Strategies
California
$954K
Betterment LLC
548
Betterment LLC
New York
$952K
WCM
549
WealthTrak Capital Management
Virginia
$949K
PWAM
550
Private Wealth Asset Management
Iowa
$948K