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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 %
Stifel Financial
51
Stifel Financial
Missouri
$61.9M -$14.2M -240,628 -19%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$61M -$1.75M -29,744 -3%
SWP
53
Sagespring Wealth Partners
Tennessee
$59.7M -$11.1M -188,382 -16%
SW
54
SoFi Wealth
California
$54.5M +$53.5M +907,276 +5,413%
PLFA
55
Pacific Life Fund Advisors
California
$54M +$28.7M +486,505 +113%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$53M +$972K +16,487 +2%
BPA
57
Beacon Pointe Advisors
California
$51.3M -$1.99M -33,706 -4%
LFG
58
Larson Financial Group
Missouri
$44.9M -$564K -9,574 -1%
AWMS
59
Advocacy Wealth Management Services
Georgia
$41.7M -$5.33M -90,481 -11%
Osaic Holdings
60
Osaic Holdings
Arizona
$41.6M -$15.8M -268,392 -28%
Truist Financial
61
Truist Financial
North Carolina
$41.3M -$7.35M -124,668 -15%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$40.8M -$40.2M -682,399 -50%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$40.7M -$6.39M -108,394 -14%
APW
64
Austin Private Wealth
Texas
$39.7M -$8.64M -146,518 -18%
Mariner
65
Mariner
Kansas
$39.3M -$3.53M -59,828 -8%
TA
66
Townsend & Associates
Colorado
$37.6M +$10M +171,952 +36%
OPAM
67
Ocean Park Asset Management
California
$36.7M +$36.7M +622,179 New
AI
68
Atria Investments
North Carolina
$32.3M -$9.9M -167,898 -23%
AWS
69
Atria Wealth Solutions
New York
$32.3M -$8.89M -150,901 -22%
IA
70
Integrity Alliance
Iowa
$30.5M +$5.06M +85,913 +20%
WA
71
Waverly Advisors
Alabama
$30.3M -$577K -9,788 -2%
FAT
72
First American Trust
California
$30M +$23.8M +403,538 +380%
IWA
73
Icon Wealth Advisors
Texas
$30M -$4.92M -83,500 -14%
EWA
74
EP Wealth Advisors
California
$29.8M -$3.73M -63,259 -11%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$29.3M +$168K +2,853 +0.6%
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