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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.76B -$665M -11,278,963 -19%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.25B +$30.8M +522,526 +3%
LPL Financial
3
LPL Financial
California
$888M -$126M -2,137,268 -12%
US Bancorp
4
US Bancorp
Minnesota
$771M +$16M +270,885 +2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$725M -$120M -2,030,606 -14%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$584M -$165M -2,775,752 -22%
Morgan Stanley
7
Morgan Stanley
New York
$532M -$47.4M -803,790 -8%
Bank of America
8
Bank of America
North Carolina
$514M -$43M -728,755 -8%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$425M -$189M -3,213,550 -31%
BlackRock
10
BlackRock
New York
$298M -$97.5M -1,654,942 -25%
AllianceBernstein
11
AllianceBernstein
Tennessee
$298M -$42.3M -718,210 -12%
PAS
12
Park Avenue Securities
New York
$296M -$67.6M -1,147,323 -19%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$272M -$83.5M -1,417,023 -23%
Ameriprise
14
Ameriprise
Minnesota
$238M -$2.72M -46,165 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$199M -$2.41M -40,925 -1%
MML Investors Services
16
MML Investors Services
Massachusetts
$199M -$22.3M -378,944 -10%
HC
17
Hamilton Capital
Ohio
$198M +$198M +3,351,626 New
FTUS
18
Flow Traders U.S.
New York
$191M +$191M +3,239,920 New
UBS Group
19
UBS Group
Switzerland
$168M -$3.31M -56,238 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$163M -$13.8M -233,392 -8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$152M +$1.98M +33,606 +1%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$144M -$42.2M -715,744 -23%
Wells Fargo
23
Wells Fargo
California
$134M -$21M -355,955 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$114M -$25.4M -430,913 -18%
MWM
25
Modera Wealth Management
New Jersey
$112M -$5.76M -97,668 -5%
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