EFV icon

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 %
PCG
151
Prosperity Consulting Group
Maryland
$11.9M +$974K +16,526 +9%
JIC
152
Johnson Investment Counsel
Ohio
$11.9M +$607K +10,297 +5%
QC
153
Quent Capital
New York
$11.9M +$413K +7,013 +4%
CWS
154
Cypress Wealth Services
California
$11.9M -$913K -15,490 -7%
SA
155
Scarborough Advisors
Maryland
$11.8M -$6.85M -116,180 -37%
MW
156
Maia Wealth
Colorado
$11.7M -$2.12M -36,975 -15%
SPIA
157
Steward Partners Investment Advisory
New York
$11.5M -$2.69M -45,583 -19%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$11.2M +$11.2M +190,385 New
TC
159
TownSquare Capital
Utah
$11.1M -$649K -11,005 -6%
TF
160
Trek Financial
Arizona
$11M -$563K -9,546 -5%
SFS
161
Security Financial Services
Indiana
$10.8M -$5.62M -95,429 -34%
SXL
162
Summit X LLC
Missouri
$10.7M -$1.98M -33,577 -16%
ACA
163
Aptus Capital Advisors
Alabama
$10.7M +$107K +1,811 +1%
WPW
164
Watershed Private Wealth
Illinois
$10.7M -$1.33M -22,644 -11%
BAAM
165
Baker Avenue Asset Management
California
$10.7M +$10.7M +181,091 New
ABC
166
Associated Banc-Corp
Wisconsin
$10.6M -$128K -2,178 -1%
NEWAS
167
N.E.W. Advisory Services
Wisconsin
$10.6M +$1.48M +25,099 +16%
Cerity Partners
168
Cerity Partners
New York
$10.6M -$376K -6,375 -3%
BW
169
BIP Wealth
Georgia
$10.4M +$189K +3,203 +2%
CL
170
Choreo LLC
Illinois
$10.4M -$281K -4,776 -3%
PFA
171
Pettinga Financial Advisors
Indiana
$10.4M -$9.92M -168,251 -49%
SCM
172
Sterling Capital Management
North Carolina
$10.3M +$1.17M +19,820 +13%
VAS
173
Vestmark Advisory Solutions
Massachusetts
$10.2M +$10.2M +173,521 New
RFA
174
RTD Financial Advisors
Pennsylvania
$10.1M +$204K +3,466 +2%
P
175
&Partners
Tennessee
$10M -$955K -16,093 -9%
5 6
7
8 9