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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 %
IAA
1001
Independent Advisor Alliance
North Carolina
– -$4.29M -81,788 Closed
Koshinski Asset Management
1002
Koshinski Asset Management
Illinois
– -$1.54B -29,382 Closed
GSC
1003
G&S Capital
Colorado
– -$1.51M -28,706 Closed
VC
1004
Veracity Capital
Georgia
– -$1.18M -22,444 Closed
KF
1005
Krilogy Financial
Missouri
– -$999K -19,045 Closed
GA
1006
GFS Advisors
Texas
– -$805K -15,336 Closed
Toronto Dominion Bank
1007
Toronto Dominion Bank
Ontario, Canada
– -$542K -10,332 Closed
GJWM
1008
Gilliland Jeter Wealth Management
Arkansas
– -$447K -8,515 Closed
ONB
1009
Old National Bancorp
Indiana
– -$436K -8,306 Closed
CRC
1010
Curi RMB Capital
Illinois
– -$408K -7,776 Closed
LCM
1011
Leisure Capital Management
California
– -$392K -7,467 Closed
TA
1012
TrueWealth Advisors
Alabama
– -$378K -7,212 Closed
FFM
1013
Forum Financial Management
Illinois
– -$311K -5,933 Closed
BOC
1014
Blue Oak Capital
California
– -$299K -5,698 Closed
XF
1015
XML Financial
Maryland
– -$298K -5,671 Closed
AT
1016
American Trust
Kentucky
– -$270K -5,143 Closed
CAS
1017
Coppell Advisory Solutions
Texas
– -$265K -5,064 Closed
APW
1018
Axim Planning & Wealth
Ohio
– -$256K -4,870 Closed
TA
1019
TKG Advisors
Indiana
– -$244K -4,486 Closed
FAM
1020
Frontier Asset Management
Wyoming
– -$221K -4,213 Closed
SA
1021
SFI Advisors
New Jersey
– -$221K -4,211 Closed
CFP
1022
Catalyst Financial Partners
Massachusetts
– -$218K -4,153 Closed
FA
1023
Fortis Advisors
Pennsylvania
– -$218K -4,151 Closed
MA
1024
Mosaic Advisors
Texas
– -$202K -3,841 Closed
EW
1025
Element Wealth
Mississippi
– -$101K -1,933 Closed
39 40
41
42 43