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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 %
BGAI
101
Bruce G. Allen Investments
Colorado
$19.2M +$176K +2,982 +0.9%
CSWG
102
Cardinal Strategic Wealth Guidance
Kentucky
$19.2M +$102K +1,739 +0.5%
BF
103
BOK Financial
Oklahoma
$19.1M -$223K -3,783 -1%
WWG
104
West Wealth Group
California
$19.1M -$3.07M -52,029 -14%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$19M -$3.58M -60,795 -16%
IWC
106
Integrated Wealth Concepts
Massachusetts
$18.8M -$4.4M -74,579 -19%
SFA
107
Sequoia Financial Advisors
Ohio
$18.8M -$7.44M -126,283 -28%
RSWM
108
Robertson Stephens Wealth Management
California
$18.7M +$194K +3,293 +1%
IWM
109
IHT Wealth Management
Illinois
$18.6M +$1.32M +22,453 +8%
HGWM
110
Horst & Graben Wealth Management
Oregon
$18.4M -$3.86M -65,465 -17%
AWA
111
Arete Wealth Advisors
Illinois
$18M +$467K +7,930 +3%
HFA
112
High Falls Advisors
New York
$18M -$5.78M -98,036 -24%
SB
113
Strategic Blueprint
Georgia
$18M -$3.44M -58,365 -16%
SWM
114
Shakespeare Wealth Management
Wisconsin
$17.9M -$930K -15,785 -5%
CCA
115
Checchi Capital Advisers
California
$17.8M +$189K +3,210 +1%
GT
116
Greenleaf Trust
Michigan
$17M -$695K -11,799 -4%
LWA
117
Lineweaver Wealth Advisors
Ohio
$16.6M +$2.85M +48,277 +21%
OCM
118
One Capital Management
California
$16.4M +$16.1M +273,559 +5,833%
AQR Capital Management
119
AQR Capital Management
Connecticut
$16.2M +$14.9M +253,548 +1,206%
CIAS
120
CFS Investment Advisory Services
New Jersey
$16.1M -$3.7M -62,838 -19%
PL
121
Plancorp LLC
Missouri
$16M -$1.59M -26,967 -9%
WAM
122
Wakefield Asset Management
Colorado
$15.8M -$20.6K -349 -0.1%
FWP
123
FAS Wealth Partners
Kansas
$15.6M -$225K -3,820 -1%
KWM
124
Keebeck Wealth Management
Illinois
$15.5M +$254K +4,304 +2%
Prudential Financial
125
Prudential Financial
New Jersey
$15.4M +$8.54M +144,878 +125%
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