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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 %
BC
976
Barrett & Company
Rhode Island
$2.77K – – –
AWM
977
AllSquare Wealth Management
New York
$2.65K – – –
MAFA
978
MJT & Associates Financial Advisory
Minnesota
$2.59K +$2.59K +44 New
BFS
979
Burkett Financial Services
South Carolina
$2.45K – – –
ME
980
McIlrath & Eck
Washington
$2.36K – – –
NC
981
North Capital
Utah
$2.35K +$2.35K +40 New
MBFW
982
Morton Brown Family Wealth
Pennsylvania
$2.12K – – –
PFA
983
Pillar Financial Advisors
Kentucky
$2.06K – – –
CI
984
CX Institutional
Indiana
$2K +$2K +29 New
M
985
MOTCO
Texas
$1.71K – – –
HCA
986
Heck Capital Advisors
Wisconsin
$1.59K – – –
FDW
987
Fourth Dimension Wealth
Ohio
$1.57K – – –
LC
988
Lindbrook Capital
California
$1.3K +$1.3K +22 New
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$1.26K – – –
SWIM
990
Smallwood Wealth Investment Management
New Jersey
$1.24K +$1.24K +21 New
BSB
991
Bangor Savings Bank
Maine
$943 – – –
WWM
992
Wolff Wiese Magana
California
$885 -$3.01K -51 -77%
FW
993
Fairway Wealth
Ohio
$589 +$589 +10 New
T
994
Tidemark
California
$556 +$556 +9 New
FRA
995
Front Row Advisors
California
$472 – – –
MC
996
McMorgan & Co
California
– -$19M -362,784 Closed
KIM
997
Kestra Investment Management
Texas
– -$11.3M -215,995 Closed
CFGS
998
Concourse Financial Group Securities
Alabama
– -$11.2M -207,798 Closed
MIS
999
Morningstar Investment Services
Illinois
– -$6.56M -125,022 Closed
QC
1000
Quadrature Capital
United Kingdom
– -$5.62M -107,028 Closed
38 39
40
41 42