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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 %
BAM
76
Brave Asset Management
New Jersey
$27.8M +$354K +6,005 +1%
Goldman Sachs
77
Goldman Sachs
New York
$26.9M -$5.69M -96,490 -17%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$26.8M -$6.46M -109,571 -19%
HighTower Advisors
79
HighTower Advisors
Illinois
$26.3M -$2.56M -43,403 -9%
OWA
80
Octavia Wealth Advisors
Ohio
$25.3M -$8.73M -148,128 -26%
CW
81
CreativeOne Wealth
Kansas
$25.1M -$7.72M -131,029 -24%
VU
82
Valence8 US
Massachusetts
$24.6M +$753K +12,777 +3%
FFA
83
Farther Finance Advisors
California
$24.4M +$1.17M +19,776 +5%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$23.6M -$1.06M -18,038 -4%
AAS
85
Avantax Advisory Services
Texas
$23.4M -$3.77M -63,935 -14%
MPW
86
MA Private Wealth
California
$22.9M -$207K -3,516 -0.9%
EWA
87
Exencial Wealth Advisors
Oklahoma
$22.6M -$112K -1,906 -0.5%
CP
88
Covenant Partners
Tennessee
$22.5M -$9.72M -164,831 -30%
CSP
89
Cary Street Partners
Virginia
$22.4M +$961K +17,093 +4%
KPWS
90
Kestra Private Wealth Services
Texas
$22.2M -$163K -2,763 -0.7%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$21.8M -$266K -4,510 -1%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$21.6M +$9.24M +156,714 +75%
ECM
93
Elgethun Capital Management
South Dakota
$21.2M +$3.14M +53,229 +17%
SW
94
SteelPeak Wealth
California
$19.9M -$1.8M -30,507 -8%
SHJ
95
Sharkey, Howes & Javer
Colorado
$19.8M -$6.36M -107,906 -24%
ACA
96
Affinity Capital Advisors
California
$19.7M +$1.83M +32,393 +10%
KAS
97
Kestra Advisory Services
Texas
$19.7M -$7.91M -134,206 -29%
FA
98
Fountainhead AM
New Jersey
$19.4M +$529K +8,983 +3%
SHIM
99
Stone House Investment Management
Pennsylvania
$19.3M -$828K -14,051 -4%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$824K +13,986 +4%
2 3
4
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