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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 %
HIP
751
HUB Investment Partners
Texas
$328K +$58.3K +989 +22%
FCA
752
Fortis Capital Advisors
Kansas
$326K +$20.9K +354 +7%
SF
753
Summit Financial
New Jersey
$326K -$1.59K -27 -0.5%
PCS
754
Personal CFO Solutions
New Jersey
$323K +$323K +5,473 New
FCH
755
Freestone Capital Holdings
Washington
$321K -$44K -747 -12%
SPWG
756
Syntegra Private Wealth Group
Missouri
$321K -$55.9K -948 -15%
ES
757
Eagle Strategies
New York
$320K +$27.7K +470 +9%
IDA
758
Intelligence Driven Advisers
California
$319K – – –
DWM
759
Diversify Wealth Management
Utah
$319K -$4.35K -71 -1%
BHPW
760
Beverly Hills Private Wealth
California
$318K -$63.5K -1,078 -17%
IAG
761
Investment Advisory Group
Massachusetts
$317K +$317K +5,378 New
BHWM
762
Beaird Harris Wealth Management
Texas
$317K +$1.12K +19 +0.4%
JJBC
763
James J. Burns & Company
New York
$312K -$1.95K -33 -0.6%
CGA
764
Crescent Grove Advisors
Illinois
$310K – – –
SMA
765
Sage Mountain Advisors
Georgia
$306K – – –
IFWM
766
Institute for Wealth Management
Colorado
$306K +$306K +5,190 New
CPA
767
Cardiff Park Advisors
California
$305K – – –
IFA
768
Index Fund Advisors
California
$302K – – –
PMFA
769
Plante Moran Financial Advisors
Michigan
$301K -$30.8K -523 -9%
MSA
770
Marino Stram & Associates
Massachusetts
$298K +$2.65K +45 +0.9%
IIA
771
Integral Investment Advisors
California
$295K -$118K -2,000 -29%
BGWM
772
Bridge Generations Wealth Management
Florida
$292K – – –
OWM
773
Opes Wealth Management
California
$292K -$25.5K -433 -8%
GSEP
774
Golden State Equity Partners
California
$290K +$25.6K +435 +10%
MIA
775
Milestone Investment Advisors
Wisconsin
$287K -$26.3K -447 -8%
29 30
31
32 33