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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 %
SP
201
Symmetry Partners
Connecticut
$8.27M -$4.39M -74,438 -35%
GWM
202
Geneos Wealth Management
Colorado
$8.18M +$4.13M +70,140 +102%
ASN
203
Advisory Services Network
Georgia
$8.08M -$102K -1,728 -1%
BHWM
204
Bay Harbor Wealth Management
Maryland
$8.03M -$1.23M -20,823 -13%
MGWM
205
Marks Group Wealth Management
Minnesota
$8.01M -$1.46M -24,727 -15%
NCM
206
Northwest Capital Management
Oregon
$7.99M -$4.36M -73,931 -35%
MAM
207
McLean Asset Management
Virginia
$7.74M -$360K -6,861 -4%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$7.72M -$39.8K -676 -0.5%
FEG
209
Fund Evaluation Group
Ohio
$7.62M +$7.62M +129,215 New
HBS
210
Howard Bailey Securities
Indiana
$7.58M +$493K +8,357 +7%
Citigroup
211
Citigroup
New York
$7.54M -$98.5K -1,671 -1%
KOC
212
Koss-Olinger Consulting
Florida
$7.53M -$268K -4,553 -3%
William Blair & Company
213
William Blair & Company
Illinois
$7.49M +$1.27M +21,553 +20%
Northern Trust
214
Northern Trust
Illinois
$7.48M -$644K -10,929 -8%
CA
215
CSM Advisors
Pennsylvania
$7.45M -$69.6K -1,181 -0.9%
CWM
216
Certus Wealth Management
California
$7.44M -$1.64M -26,570 -18%
SCA
217
STALEY CAPITAL ADVISERS
Pennsylvania
$7.44M +$53K +900 +0.7%
KFG
218
Kingdom Financial Group
Arizona
$7.44M +$214K +3,634 +3%
AF
219
Allworth Financial
California
$7.43M +$4.59K +76 +0.1%
EL
220
EQ LLC
Washington
$7.41M -$213K -3,618 -3%
SCA
221
Snowden Capital Advisors
New York
$7.41M -$2.68M -45,536 -27%
SA
222
Sovran Advisors
California
$7.34M -$931K -15,903 -11%
FFN
223
Focus Financial Network
Minnesota
$7.24M -$1.43M -24,190 -16%
FMTCOCP
224
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7.05M +$859K +14,566 +14%
1SB
225
1ST Source Bank
Indiana
$7.02M -$117K -1,989 -2%
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