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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 %
RWM
926
Ruedi Wealth Management
Illinois
$21.9K – – –
BLC
927
Brown, Lisle/Cummings
Rhode Island
$21.4K – – –
FFL
928
Financial Freedom LLC
Ohio
$19.5K – – –
MAS
929
MPWM Advisory Solutions
Georgia
$18.5K – – –
TFA
930
Toth Financial Advisory
Virginia
$18K – – –
Kayne Anderson Rudnick Investment Management
931
Kayne Anderson Rudnick Investment Management
California
$17.8K – – –
OIA
932
Optimum Investment Advisors
Illinois
$17.7K – – –
HC
933
Hurley Capital
New York
$17.6K – – –
BBPWM
934
Blue Bell Private Wealth Management
Pennsylvania
$16.7K -$8.25K -140 -33%
CFS
935
CGC Financial Services
Oregon
$16.5K – – –
CT
936
Clearstead Trust
Maine
$15K – – –
EWM
937
EPG Wealth Management
Georgia
$14.4K – – –
AIC
938
Archer Investment Corporation
Indiana
$13.8K -$3.65K -62 -21%
PPC
939
Park Place Capital
Alabama
$13.6K – – –
AW
940
Avion Wealth
Texas
$12K – – –
PG
941
Proffitt & Goodson
Tennessee
$11.8K +$11.8K +200 New
ST
942
Smithfield Trust
Pennsylvania
$11K – – –
PAG
943
Paladin Advisory Group
Iowa
$10.5K – – –
GWM
944
Grand Wealth Management
Michigan
$10.5K – – –
RFA
945
Reyes Financial Architecture
California
$10.3K – – –
EWM
946
Evermay Wealth Management
Virginia
$9.37K – – –
DCBT
947
Dakota Community Bank & Trust
North Dakota
$9.37K +$9.37K +159 New
VWM
948
Vermillion Wealth Management
Minnesota
$8.84K – – –
UB
949
UMB Bank
Missouri
$8.13K +$1.83K +31 +29%
LC
950
Luminist Capital
Michigan
$7.85K – – –
36 37
38
39 40