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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 %
NA
701
Novus Advisors
South Carolina
$412K +$884 +15 +0.2%
MCA
702
Midwest Capital Advisors
Michigan
$410K – – –
CA
703
Continuum Advisory
Idaho
$409K -$63.6K -1,079 -13%
MIA
704
MainStreet Investment Advisors
Illinois
$409K – – –
PWG
705
Portside Wealth Group
Utah
$400K +$17.7K +301 +5%
FA
706
Fermata Advisors
California
$398K -$6.25K -106 -2%
GJIA
707
Glass Jacobson Investment Advisors
Maryland
$398K – – –
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$398K +$31.2K +529 +8%
KWS
709
Keystone Wealth Services
California
$394K -$31.3K -531 -7%
SW
710
SMART Wealth
Nebraska
$391K +$76.6K +1,299 +24%
PP
711
Prosperity Planning
Missouri
$391K -$99.4K -1,687 -20%
CCA
712
Childress Capital Advisors
Texas
$387K +$387K +6,567 New
TWA
713
Talisman Wealth Advisors
New Jersey
$387K +$2.53K +43 +0.7%
PWM
714
Parkworth Wealth Management
California
$386K – – –
CPL
715
CAP Partners LLC
Tennessee
$384K -$11.8K -201 -3%
NB
716
Northwest Bancshares
Pennsylvania
$382K -$236 -4 -0.1%
APWA
717
Atlas Private Wealth Advisors
New Jersey
$382K -$1.3K -22 -0.3%
CSPIA
718
Cary Street Partners Investment Advisory
Virginia
$381K -$66K -1,119 -15%
TNBTD
719
Trustmark National Bank Trust Department
Mississippi
$379K +$379K +6,429 New
CWM
720
Copia Wealth Management
Oregon
$376K +$13.1K +223 +4%
GHAM
721
Gilman Hill Asset Management
Connecticut
$375K -$970K -16,460 -72%
CIBC Private Wealth Group
722
CIBC Private Wealth Group
Georgia
$371K +$419 +8 +0.1%
HPC
723
Hobart Private Capital
North Carolina
$365K -$13.9K -235 -4%
MWM
724
Meridian Wealth Management
Kentucky
$362K -$74.8K -1,269 -17%
WPC
725
Wedmont Private Capital
Pennsylvania
$362K – – –
27 28
29
30 31