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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 %
WA
126
Wealth Alliance
New York
$15M -$1.01M -17,204 -6%
BCI
127
Brinker Capital Investments
Pennsylvania
$14.9M -$2.54M -43,051 -15%
OPS
128
Orion Portfolio Solutions
Nebraska
$14.9M -$2.54M -43,051 -15%
AI
129
Accredited Investors
Minnesota
$14.9M -$118K -2,010 -0.8%
OWA
130
One Wealth Advisors
California
$14.8M -$2.88M -48,816 -16%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$14.7M +$610K +10,346 +4%
Charles Schwab
132
Charles Schwab
California
$14.7M +$14.7M +249,582 New
HWM
133
HighMark Wealth Management
Minnesota
$14.6M -$427K -7,232 -3%
PWA
134
Physician Wealth Advisors
Utah
$14.6M -$3.91M -66,281 -21%
PAG
135
Private Advisor Group
New Jersey
$14.2M -$2.73M -46,333 -16%
LRWA
136
Long Run Wealth Advisors
New York
$14M -$486K -8,245 -3%
SP
137
Stonebrook Private
Michigan
$14M -$4.87M -82,650 -26%
KFS
138
Kelly Financial Services
Massachusetts
$13.9M -$1.05M -17,862 -7%
Corient Private Wealth
139
Corient Private Wealth
Florida
$13.8M -$803K -13,625 -5%
BTI
140
Blue Trust Inc
Georgia
$13.8M -$4.61M -78,211 -25%
SWC
141
Spectrum Wealth Counsel
Indiana
$13.6M -$4.99M -84,671 -27%
FLA
142
Financial Life Advisors
Texas
$13.3M +$435K +7,374 +3%
PWM
143
Perigon Wealth Management
California
$12.8M -$3.16M -53,628 -20%
VCA
144
Verdence Capital Advisors
Maryland
$12.6M +$1.95M +33,045 +18%
Creative Planning
145
Creative Planning
Kansas
$12.5M +$2.5M +42,492 +25%
PFG
146
PAX Financial Group
Texas
$12.5M -$1.57M -26,709 -11%
MAM
147
MMA Asset Management
Pennsylvania
$12.3M +$611K +10,366 +5%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$12.1M +$1.98M +33,604 +20%
KFSC
149
Keystone Financial Services (Colorado)
Colorado
$12M -$3.91M -66,287 -25%
Jane Street
150
Jane Street
New York
$11.9M +$11.9M +202,527 New
4 5
6
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