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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 %
NMG
951
New Millennium Group
Utah
$7.72K -$1.59K -27 -17%
DF
952
Dunhill Financial
United Kingdom
$7.72K – – –
RIA
953
Realta Investment Advisors
Delaware
$7.68K – – –
TC
954
Trust Company
Kansas
$7.54K – – –
IRC
955
Investors Research Corp
Georgia
$6.84K +$6.84K +116 New
FG
956
Fairman Group
Pennsylvania
$6.74K – – –
CMP
957
Coston McIsaac & Partners
Maine
$6K – – –
EB
958
Eastern Bank
Massachusetts
$5.78K +$5.78K +98 New
PSFG
959
Park Square Financial Group
Georgia
$5.54K -$3.07K -52 -36%
HFS
960
Hughes Financial Services
Virginia
$5.13K +$5.13K +87 New
LWMI
961
Legacy Wealth Management (Idaho)
Idaho
$5.01K – – –
SN
962
Sittner & Nelson
Oregon
$4.95K – – –
LWANC
963
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.54K – – –
JHCP
964
Jackson Hole Capital Partners
Oklahoma
$4.24K – – –
IWP
965
IAG Wealth Partners
Wisconsin
$3.95K – – –
CSC
966
Caldwell Sutter Capital
California
$3.83K – – –
HWA
967
HHM Wealth Advisors
Tennessee
$3.54K – – –
CHC
968
City Holding Co
West Virginia
$3.54K -$1.41K -24 -29%
WA
969
Whipplewood Advisors
Colorado
$3.48K +$3.48K +5,356 New
RWA
970
Redmont Wealth Advisors
Illinois
$3.24K +$3.24K +55 New
BDPWM
971
Barnes Dennig Private Wealth Management
Ohio
$3.01K +$3.01K +51 New
MFC
972
Morris Financial Concepts
South Carolina
$2.95K – – –
1IA
973
1620 Investment Advisors
Massachusetts
$2.95K – – –
HC
974
Hoese & Co
Minnesota
$2.83K – – –
DFA
975
DHJJ Financial Advisors
Illinois
$2.77K – – –
37 38
39
40 41