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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 %
SSB
901
Sandy Spring Bank
Maryland
$44.4K +$2.06K +35 +5%
PA
902
PSI Advisors
Florida
$44K -$11.1K -188 -20%
CJH
903
Christopher J. Hasenberg
Wisconsin
$43K +$43K +728 New
MMCM
904
Murphy & Mullick Capital Management
New York
$40.1K +$28.9K +490 +258%
TF
905
Tompkins Financial
New York
$38.4K -$118 -2 -0.3%
PFM
906
Phillips Financial Management
Indiana
$36.6K – – –
SIC
907
Salem Investment Counselors
North Carolina
$36.1K -$2.18K -37 -6%
JFA
908
JNBA Financial Advisors
Minnesota
$32.4K -$14.9K -252 -31%
BWL
909
Bogart Wealth LLC
Virginia
$32.4K +$17.6K +299 +120%
BIM
910
Breakwater Investment Management
Washington
$31.1K +$31.1K +528 New
LB
911
Legacy Bridge
Iowa
$30.9K – – –
GTAM
912
Global Trust Asset Management
Florida
$30.9K +$29.5K +500 +2,000%
RL
913
Rogco LP
Oklahoma
$29.4K – – –
TCOV
914
Trust Company of Vermont
Vermont
$28.2K +$10.6K +179 +60%
OAJ
915
Ogorek Anthony Joseph
New York
$28K +$8.23K +144 +42%
AA
916
Addison Advisors
Vermont
$27.8K – – –
IWM
917
IMG Wealth Management
Florida
$27.1K +$27.1K +460 New
CMA
918
Cedar Mountain Advisors
Oregon
$26.3K -$13K -220 -33%
RCM
919
Richardson Capital Management
Wisconsin
$25.1K – – –
SRCM
920
Signature Resources Capital Management
California
$24.8K +$18.8K +319 +313%
S
921
SignatureFD
Georgia
$24K +$1.59K +27 +7%
OC
922
Oakworth Capital
Alabama
$22.3K – – –
CFO
923
CVA Family Office
Colorado
$22.2K – – –
CWP
924
Concord Wealth Partners
Virginia
$22.2K – – –
FNWA
925
Financial Network Wealth Advisors
Utah
$22.2K +$11.4K +193 +105%
35 36
37
38 39