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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 %
CFB
1026
Cullen/Frost Bankers
Texas
– -$62.6K -1,193 Closed
WWM
1027
Wagner Wealth Management
South Carolina
– -$39.5K -753 Closed
PCTC
1028
Perkins Coie Trust Company
Washington
– -$21K -400 Closed
SC
1029
Stephens Consulting
Michigan
– -$12.2K -233 Closed
HI
1030
Human Investing
Oregon
– -$11.4K -217 Closed
MFG
1031
Mendota Financial Group
Wisconsin
– -$11.1K -212 Closed
KA
1032
Kozak & Associates
Colorado
– -$11K -210 Closed
Simplex Trading
1033
Simplex Trading
Illinois
– -$10K -209 Closed
SAM
1034
Synergy Asset Management
Washington
– -$11.9K -207 Closed
HFS
1035
Hantz Financial Services
Michigan
– -$10K -188 Closed
POIA
1036
Pin Oak Investment Advisors
Texas
– -$9K -150 Closed
DCM
1037
Disciplina Capital Management
Tennessee
– -$4.94K -94 Closed
CJ
1038
Caitlin John
Michigan
– -$4.57K -87 Closed
RF
1039
Roxbury Financial
New Jersey
– -$4.32K -78 Closed
CB
1040
Community Bank
New York
– -$3.25K -62 Closed
TCG
1041
Transcendent Capital Group
Oklahoma
– -$3.2K -61 Closed
MFA
1042
McClarren Financial Advisors
Pennsylvania
– -$3K -59 Closed
MWM
1043
Mascoma Wealth Management
New Hampshire
– -$2.73K -52 Closed
CTA
1044
Colonial Trust Advisors
South Carolina
– -$1.84K -35 Closed
CTB
1045
Country Trust Bank
Illinois
– -$1.57K -30 Closed
SL
1046
Salomon & Ludwin
Virginia
– -$1.52K -29 Closed
FIA
1047
FPC Investment Advisory
California
– -$1.48K -27 Closed
SFC
1048
SYM Financial Corp
Indiana
– -$1.21K -23 Closed
NRWA
1049
North Ridge Wealth Advisors
Oregon
– -$892 -17 Closed
OFG
1050
Oxford Financial Group
Indiana
– -$682 -13 Closed
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