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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 %
CIAS
626
Capital Investment Advisory Services
North Carolina
$585K +$481K +8,160 +463%
VFA
627
Valeo Financial Advisors
Indiana
$578K -$44.9K -762 -7%
CTWM
628
Cherry Tree Wealth Management
Minnesota
$574K +$3.65K +62 +0.6%
CG
629
Caprock Group
Idaho
$573K -$81.8K -1,388 -12%
PIA
630
Perennial Investment Advisors
California
$572K -$95.1K -1,614 -14%
TWCA
631
Two West Capital Advisors
Kansas
$570K -$20.5K -363 -3%
PFA
632
Pinnacle Family Advisors
Missouri
$570K -$77.4K -1,314 -12%
EAM
633
Evanson Asset Management
California
$569K – – –
CAAM
634
Cornerstone Advisors Asset Management
Pennsylvania
$568K – – –
SEIA
635
Signature Estate & Investment Advisors
California
$566K -$41.4K -702 -7%
MWA
636
Motive Wealth Advisors
Michigan
$556K -$43.5K -738 -7%
SIMC
637
Squire Investment Management Company
Utah
$555K -$58.9K -1,000 -10%
PW
638
PUREfi Wealth
Massachusetts
$553K -$24.5K -416 -4%
SAM
639
Smartleaf Asset Management
Massachusetts
$549K +$322K +5,414 +142%
LWM
640
Lodestone Wealth Management
Washington
$541K +$1.12K +19 +0.2%
OP
641
ORG Partners
Indiana
$541K -$8.71M -147,602 -94%
MHB
642
Midwest Heritage Bank
Iowa
$541K -$170K -2,889 -24%
SIC
643
Samalin Investment Counsel
New York
$537K -$60.5K -1,026 -10%
LSA
644
Lion Street Advisors
Texas
$535K +$10.3K +175 +2%
RDFA
645
Ritter Daniher Financial Advisory
Ohio
$530K +$122K +2,075 +30%
GIA
646
GHP Investment Advisors
Colorado
$529K -$6.19K -105 -1%
ESB
647
Essex Savings Bank
Connecticut
$529K -$2.12K -36 -0.4%
MFG
648
Magnus Financial Group
New York
$526K -$145K -2,462 -22%
MFG
649
MidWestOne Financial Group
Iowa
$526K – – –
VWWMG
650
Vermillion & White Wealth Management Group
Pennsylvania
$523K -$504K -8,558 -49%
24 25
26
27 28