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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 %
TWM
176
TSA Wealth Management
Texas
$9.99M -$1.76M -29,793 -15%
MWP
177
Meridian Wealth Partners
Pennsylvania
$9.83M -$159K -2,690 -2%
OAP
178
One Advisory Partners
Kansas
$9.72M -$3.08M -52,248 -24%
WIA
179
World Investment Advisors
California
$9.6M +$7.38M +125,202 +332%
FFWA
180
Forthright Family Wealth Advisory
Texas
$9.57M +$97.4K +1,653 +1%
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.35M +$353K +5,996 +4%
FHA
182
First Horizon Advisors
Tennessee
$9.3M -$1.11M -18,819 -11%
CAWM
183
Capital A Wealth Management
Pennsylvania
$9.28M +$9.01M +152,852 +3,292%
KG
184
Kilter Group
New York
$9.24M -$3.33M -56,525 -27%
Renaissance Technologies
185
Renaissance Technologies
New York
$9.24M +$9.24M +156,700 New
AR
186
Apeiron RIA
Texas
$9.19M +$1.32M +22,382 +17%
PS
187
Principal Securities
Iowa
$9.1M +$8.61K +164 +0.1%
Comerica Bank
188
Comerica Bank
Texas
$9.08M -$1.73M -29,269 -16%
BFPW
189
BOK Financial Private Wealth
Colorado
$9.07M -$190K -3,231 -2%
MGIA
190
Moneta Group Investment Advisors
Missouri
$9.02M -$257K -4,353 -3%
PWPS
191
Pinnacle Wealth Planning Services
Ohio
$8.94M +$475K +8,064 +6%
SL
192
Sentinus LLC
Illinois
$8.82M -$3.26M -55,293 -27%
BCM
193
Brookstone Capital Management
Illinois
$8.65M -$2.22M -37,680 -20%
I
194
INVST
Indiana
$8.64M -$11.3M -191,200 -57%
SW
195
Simplicity Wealth
New Jersey
$8.59M +$8.22M +139,394 +2,187%
VHAM
196
Van Hulzen Asset Management
California
$8.56M -$249K -4,230 -3%
TWP
197
Triad Wealth Partners
Kansas
$8.49M +$174K +2,958 +2%
WP
198
WealthShield Partners
North Carolina
$8.49M -$630K -10,682 -7%
RIA
199
Regal Investment Advisors
Michigan
$8.41M -$2.09M -35,404 -20%
AC
200
Apella Capital
Connecticut
$8.3M -$1.36M -24,226 -14%
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