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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 %
MCA
551
MSH Capital Advisors
Arizona
$945K +$160K +2,711 +20%
CA
552
Clearstead Advisors
Ohio
$935K -$236K -4,003 -20%
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K +$857K +14,359 +1,568%
ACM
554
Absolute Capital Management
Pennsylvania
$908K -$268K -4,539 -23%
LJAC
555
L.J. Altfest & Co
New York
$902K -$9.37K -159 -1%
SC
556
Sierra Capital
Florida
$899K – – –
WQ
557
Wealth Quarterback
New Jersey
$897K +$897K +15,219 New
PTC
558
Private Trust Company
Ohio
$896K -$205K -3,470 -19%
OCFG
559
O'Connor Financial Group
Illinois
$894K +$589 +10 +0.1%
MW
560
Marcum Wealth
Ohio
$883K -$96K -1,629 -10%
Lido Advisors
561
Lido Advisors
California
$882K +$193K +3,280 +28%
LA
562
Lifeworks Advisors
Michigan
$874K -$131K -2,226 -13%
LGG
563
Luts & Greenleigh Group
Maryland
$871K – – –
CCM
564
Coldstream Capital Management
Washington
$870K -$222K -3,767 -20%
HFO
565
Heritage Family Offices
Arizona
$861K -$20.7K -351 -2%
SFA
566
Semmax Financial Advisors
North Carolina
$861K -$279K -4,523 -24%
GF
567
GGM Financials
Ohio
$831K -$14.8K -251 -2%
RFA
568
Resurgent Financial Advisors
Georgia
$830K -$241K -4,092 -23%
CCG
569
Catalina Capital Group
California
$829K -$625K -10,612 -43%
SC
570
SouthState Corp
Florida
$826K +$25.3K +429 +3%
AAS
571
Ameritas Advisory Services
Nebraska
$824K -$53.1K -961 -6%
EFG
572
Elios Financial Group
Ohio
$822K +$28.3K +480 +4%
FCFC
573
First Citizens Financial Corp
Iowa
$821K +$43.5K +738 +6%
AFO
574
Aurelius Family Office
New Hampshire
$819K -$44.6K -757 -5%
ACM
575
Arlington Capital Management
Illinois
$801K -$334K -5,664 -29%
21 22
23
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