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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 %
AFA
576
American Financial Advisors
Georgia
$798K – – –
MAS
577
Madden Advisory Services
Florida
$783K +$17.8K +302 +2%
CPP
578
Capasso Planning Partners
South Carolina
$778K -$19.9K -337 -2%
OC
579
Opinicus Capital
Florida
$775K -$49.7K -844 -6%
NWA
580
New World Advisors
Massachusetts
$767K +$276K +4,684 +56%
SI
581
Stephens Inc
Arkansas
$767K -$20.3K -344 -3%
HCP
582
Hardin Capital Partners
South Carolina
$762K -$8.84K -150 -1%
ADL
583
Asset Dedication LLC
California
$762K -$10.4K -177 -1%
BIM
584
Bridges Investment Management
Nebraska
$757K +$530 +9 +0.1%
NWAG
585
Net Worth Advisory Group
Utah
$754K -$13.7K -233 -2%
RWM
586
Rialto Wealth Management
New York
$746K -$1.89K -32 -0.3%
PCIG
587
Partners Capital Investment Group
Massachusetts
$745K +$373K +6,323 +100%
AWM
588
Alterna Wealth Management
Texas
$742K -$138K -2,336 -16%
CA
589
Clune & Associates
Illinois
$742K – – –
TSS
590
Two Sigma Securities
New York
$740K +$320K +5,435 +76%
QWP
591
Quotient Wealth Partners
Texas
$735K -$115K -1,956 -14%
FWM
592
FLP Wealth Management
Arkansas
$731K +$191K +3,235 +35%
LFA
593
LGT Financial Advisors
Texas
$721K -$69.8K -1,184 -9%
FIM
594
Freedom Investment Management
Connecticut
$719K +$301K +5,115 +72%
MFIM
595
Mesirow Financial Investment Management
Illinois
$719K +$5.89K +100 +0.8%
SWP
596
Semus Wealth Partners
Florida
$712K -$147K -2,500 -17%
MWG
597
Martin Worley Group
Utah
$702K – – –
RF
598
RHS Financial
California
$701K -$393K -6,660 -36%
2L
599
25 LLC
Missouri
$699K -$6.84K -116 -1%
SFSG
600
Sound Financial Strategies Group
Mississippi
$695K -$17.6K -298 -2%
22 23
24
25 26