EFV icon

iShares MSCI EAFE Value ETF

996 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, 270 increasing their positions, 490 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $19.3B → $17.9B (-$1.36B)

45% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 490

Holders
996
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
926
Financial Network Wealth Advisors
Utah
$22.2K
RWM
927
Ruedi Wealth Management
Illinois
$21.9K
BLC
928
Brown, Lisle/Cummings
Rhode Island
$21.4K
FFL
929
Financial Freedom LLC
Ohio
$19.4K
CT
930
Caldwell Trust
Florida
$19.1K
MAS
931
MPWM Advisory Solutions
Georgia
$18.5K
TFA
932
Toth Financial Advisory
Virginia
$18K
Kayne Anderson Rudnick Investment Management
933
Kayne Anderson Rudnick Investment Management
California
$17.8K
OIA
934
Optimum Investment Advisors
Illinois
$17.7K
HC
935
Hurley Capital
New York
$17.6K
BBPWM
936
Blue Bell Private Wealth Management
Pennsylvania
$16.7K
CFS
937
CGC Financial Services
Oregon
$16.5K
CT
938
Clearstead Trust
Maine
$15K
EWM
939
EPG Wealth Management
Georgia
$14.4K
AIC
940
Archer Investment Corporation
Indiana
$13.8K
PPC
941
Park Place Capital
Alabama
$13.6K
AW
942
Avion Wealth
Texas
$12K
PG
943
Proffitt & Goodson
Tennessee
$11.8K
ST
944
Smithfield Trust
Pennsylvania
$11K
PAG
945
Paladin Advisory Group
Iowa
$10.5K
GWM
946
Grand Wealth Management
Michigan
$10.5K
RFA
947
Reyes Financial Architecture
California
$10.3K
EWM
948
Evermay Wealth Management
Virginia
$9.37K
DCBT
949
Dakota Community Bank & Trust
North Dakota
$9.37K
VWM
950
Vermillion Wealth Management
Minnesota
$8.84K