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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 %
OPCM
651
Osborne Partners Capital Management
California
$519K – – –
CWM
652
Cornerstone Wealth Management
Missouri
$513K -$76.6K -1,300 -13%
NB
653
NBT Bank
New York
$513K -$23.9K -405 -4%
Nomura Asset Management
654
Nomura Asset Management
Japan
$511K +$192K +3,262 +60%
FP
655
Financial Perspectives
Minnesota
$509K +$20.9K +355 +4%
WWM
656
Western Wealth Management
Colorado
$503K +$37.7K +639 +8%
BWM
657
BCS Wealth Management
Tennessee
$501K +$177 +3 +0%
PFA
658
Pure Financial Advisors
California
$499K +$499K +8,463 New
HIGP
659
Hill Investment Group Partners
Missouri
$498K -$33.1K -561 -6%
Wealthfront Advisers
660
Wealthfront Advisers
California
$494K +$158K +2,682 +47%
KA
661
Kovack Advisors
Florida
$491K +$90.9K +1,542 +23%
MAMG
662
Milestone Asset Management Group
Connecticut
$491K -$32.6K -553 -6%
DRP
663
Decker Retirement Planning
Utah
$488K +$133K +2,260 +38%
AA
664
Argent Advisors
Louisiana
$487K +$72.4K +1,228 +17%
FPW
665
Fairvoy Private Wealth
Alabama
$487K -$77.3K -1,312 -14%
TFF
666
The Family Firm
Maryland
$486K +$59 +1 +0%
QHA
667
Quarry Hill Advisors
Minnesota
$484K – – –
MC
668
Moors & Cabot
Massachusetts
$483K -$5.36K -91 -1%
CCWM
669
Cassaday & Co Wealth Management
Virginia
$479K -$17.2K -292 -3%
EAM
670
Empirical Asset Management
Massachusetts
$479K +$103K +1,745 +27%
S
671
Sachetta
Massachusetts
$476K – – –
FLPIM
672
F.L. Putnam Investment Management
Massachusetts
$476K +$116K +1,965 +32%
FEM
673
Fulcrum Equity Management
Texas
$475K -$143K -2,433 -23%
MFF
674
Michels Family Financial
Texas
$474K -$1.95K -33 -0.4%
NW
675
Naviter Wealth
Arkansas
$473K -$85.3K -1,434 -15%
25 26
27
28 29