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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 %
MHFA
826
Mission Hills Financial Advisory
California
$213K +$213K +3,612 New
BAG
827
Bridgewealth Advisory Group
California
$213K -$15.3K -259 -7%
AFGAS
828
Allegiance Financial Group Advisory Services
Virginia
$212K -$49.2K -835 -19%
OC
829
Oarsman Capital
Wisconsin
$211K +$49.4K +838 +31%
RCM
830
Radnor Capital Management
Pennsylvania
$210K +$210K +3,561 New
WSFS
831
Wilmington Savings Fund Society
Delaware
$208K -$3.01K -51 -1%
PFA
832
Professional Financial Advisors
Nebraska
$207K +$207K +3,514 New
UFAC
833
Urban Financial Advisory Corp
Illinois
$207K +$42.5K +721 +26%
CMMS
834
Comprehensive Money Management Services
Florida
$207K -$29.5K -500 -12%
ACM
835
Aurdan Capital Management
Pennsylvania
$206K +$206K +3,503 New
MIM
836
Marco Investment Management
Georgia
$206K -$113K -1,917 -35%
WCM
837
Wealthcare Capital Management
Virginia
$206K -$186K -3,160 -48%
GFPC
838
Global Financial Private Client
Florida
$205K -$48.4K -822 -19%
AC
839
AlphaCore Capital
California
$204K +$204K +3,463 New
SQA
840
Simon Quick Advisors
New Jersey
$204K +$204K +3,456 New
SFG
841
Stonebridge Financial Group
Pennsylvania
$203K – – –
MWP
842
Madison Wealth Partners
Wisconsin
$201K -$35.8K -608 -15%
CG
843
Cynosure Group
Utah
$200K +$200K +3,399 New
AIM
844
Advyzon Investment Management
Illinois
$198K -$125K -2,120 -39%
MFT
845
Moisand Fitzgerald Tamayo
Florida
$197K – – –
HBW
846
Hazlett, Burt & Watson
West Virginia
$196K -$25.1K -420 -11%
ANBT
847
American National Bank & Trust
Texas
$192K +$192K +3,262 New
AG
848
AmeriFlex Group
Nevada
$192K -$45.9K -779 -19%
BA
849
Bristlecone Advisors
Washington
$191K – – –
PA
850
Pineridge Advisors
Missouri
$179K +$23.6K +401 +15%
32 33
34
35 36