EFV icon

iShares MSCI EAFE Value ETF

997 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, 271 increasing their positions, 490 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $19.3B → $17.9B (-$1.36B)

45% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 490

Holders
997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Wambolt & Associates
Colorado
$416K
NA
702
Novus Advisors
South Carolina
$412K
MCA
703
Midwest Capital Advisors
Michigan
$410K
CA
704
Continuum Advisory
Idaho
$409K
MIA
705
MainStreet Investment Advisors
Illinois
$409K
PWG
706
Portside Wealth Group
Utah
$400K
FA
707
Fermata Advisors
California
$398K
GJIA
708
Glass Jacobson Investment Advisors
Maryland
$398K
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$398K
KWS
710
Keystone Wealth Services
California
$394K
SW
711
SMART Wealth
Nebraska
$391K
PP
712
Prosperity Planning
Missouri
$391K
CCA
713
Childress Capital Advisors
Texas
$387K
TWA
714
Talisman Wealth Advisors
New Jersey
$387K
PWM
715
Parkworth Wealth Management
California
$386K
CPL
716
CAP Partners LLC
Tennessee
$384K
NB
717
Northwest Bancshares
Pennsylvania
$382K
APWA
718
Atlas Private Wealth Advisors
New Jersey
$382K
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$381K
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$379K
CWM
721
Copia Wealth Management
Oregon
$376K
GHAM
722
Gilman Hill Asset Management
Connecticut
$375K
CIBC Private Wealth Group
723
CIBC Private Wealth Group
Georgia
$371K
HPC
724
Hobart Private Capital
North Carolina
$365K
MWM
725
Meridian Wealth Management
Kentucky
$362K