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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 %
CA
676
CGN Advisors
Kansas
$472K +$49K +831 +12%
MCM
677
MAI Capital Management
Ohio
$467K +$187K +3,180 +67%
FTS
678
Fifth Third Securities
Ohio
$465K -$22.6K -383 -5%
Bessemer Group
679
Bessemer Group
New Jersey
$462K +$34.4K +583 +8%
RTL
680
Red Tortoise LLC
Georgia
$459K – – –
BMCM
681
Bryn Mawr Capital Management
Pennsylvania
$458K – – –
LRWM
682
Lord & Richards Wealth Management
Colorado
$457K +$10.5K +178 +2%
HCA
683
Harbour Capital Advisors
Virginia
$456K -$1.16K -20 -0.3%
PB
684
Pinnacle Bancorp
Nebraska
$456K +$15.2K +258 +3%
FA
685
Flagstar Advisors
New York
$455K -$44.5K -755 -9%
LFA
686
Lauterbach Financial Advisors
Texas
$452K +$31K +526 +7%
ATC
687
Argent Trust Co
Tennessee
$450K -$30.9K -525 -6%
CFFP
688
Center for Financial Planning
Michigan
$449K – – –
CA
689
Claris Advisors
Missouri
$448K – – –
LAS
690
Lloyd Advisory Services
Georgia
$441K +$37.5K +636 +9%
QCM
691
QRG Capital Management
Illinois
$440K +$166K +2,816 +60%
PAM
692
Palisade Asset Management
Minnesota
$440K – – –
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$434K +$39.8K +676 +10%
DWA
694
Delap Wealth Advisory
Oregon
$432K – – –
TP
695
Tranquility Partners
Tennessee
$430K -$41.3K -701 -9%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$428K +$137K +2,321 +47%
OWP
697
ORG Wealth Partners
Texas
$421K +$4.84K +82 +1%
TPWA
698
TRUE Private Wealth Advisors
Oregon
$418K -$391K -6,637 -48%
PWM
699
PBMares Wealth Management
Virginia
$418K – – –
WA
700
Wambolt & Associates
Colorado
$416K -$18.7K -317 -4%
26 27
28
29 30