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
HC
976
Hoese & Co
Minnesota
$2.83K
DFA
977
DHJJ Financial Advisors
Illinois
$2.77K
BC
978
Barrett & Company
Rhode Island
$2.77K
AWM
979
AllSquare Wealth Management
New York
$2.65K
MAFA
980
MJT & Associates Financial Advisory
Minnesota
$2.59K
BFS
981
Burkett Financial Services
South Carolina
$2.45K
ME
982
McIlrath & Eck
Washington
$2.36K
NC
983
North Capital
Utah
$2.35K
MBFW
984
Morton Brown Family Wealth
Pennsylvania
$2.12K
PFA
985
Pillar Financial Advisors
Kentucky
$2.06K
CI
986
CX Institutional
Indiana
$2K
M
987
MOTCO
Texas
$1.71K
HCA
988
Heck Capital Advisors
Wisconsin
$1.59K
FDW
989
Fourth Dimension Wealth
Ohio
$1.57K
LC
990
Lindbrook Capital
California
$1.3K
JGIA
991
Jackson Grant Investment Advisers
Connecticut
$1.26K
SWIM
992
Smallwood Wealth Investment Management
New Jersey
$1.24K
BSB
993
Bangor Savings Bank
Maine
$943
WWM
994
Wolff Wiese Magana
California
$885
FW
995
Fairway Wealth
Ohio
$589
T
996
Tidemark
California
$556
FRA
997
Front Row Advisors
California
$472
MC
998
McMorgan & Co
California
KIM
999
Kestra Investment Management
Texas
CFGS
1000
Concourse Financial Group Securities
Alabama