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iShares MSCI EAFE Value ETF

1,065 hedge funds and large institutions have $23.8B invested in iShares MSCI EAFE Value ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 553 increasing their positions, 254 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 45

118% more repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 254

32% more capital invested

Capital invested by funds: $18B → $23.8B (+$5.8B)

21% more funds holding in top 10

Funds holding in top 10: 95115 (+20)

6% more funds holding

Funds holding: 1,0091,065 (+56)

3.19% more ownership

Funds ownership: 88.37%91.55% (+3.2%)

Holders
1,065
Holders Change
+56
Holders Change %
+5.55%
% of All Funds
14.02%
Holding in Top 10
115
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.05%
% of All Funds
1.51%
New
116
Increased
553
Reduced
254
Closed
45
Calls
$82.7M
Puts
Net Calls
+$82.7M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
276
Dorsey & Whitney Trust
South Dakota
$5.98M
CWL
277
Causey Wealth LLC
Colorado
$5.97M -$303K -4,956 -5%
NCM
278
Northwest Capital Management
Oregon
$5.86M -$2.64M -43,110 -32%
JFGIW
279
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.86M +$1.34M +21,873 +31%
BBWP
280
Beacon Bridge Wealth Partners
Pennsylvania
$5.79M +$1.79M +29,259 +47%
DWM
281
Drive Wealth Management
Utah
$5.76M +$104K +1,694 +2%
KV
282
Kickstand Ventures
New York
$5.67M +$176K +2,877 +3%
MYIA
283
Mount Yale Investment Advisors
Colorado
$5.64M +$1.81M +29,560 +50%
GAM
284
Gotham Asset Management
New York
$5.63M
PFPT
285
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.59M +$643K +10,517 +14%
CA
286
Claro Advisors
Massachusetts
$5.55M +$1.75M +28,524 +48%
GCG
287
Gilbert Capital Group
Maine
$5.55M +$5.35M +87,436 New
SIM
288
Synergy Investment Management
Florida
$5.54M +$2.55M +41,676 +92%
Legacy Financial Group (Iowa)
289
Legacy Financial Group (Iowa)
Iowa
$5.53M +$615K +10,050 +13%
5W
290
5T Wealth
California
$5.47M +$438K +7,159 +9%
CWP
291
Corepath Wealth Partners
Arizona
$5.45M +$22.9K +375 +0.4%
CG
292
Clifford Group
Massachusetts
$5.41M -$105K -1,709 -2%
FT
293
Fiduciary Trust
Massachusetts
$5.4M +$268K +4,387 +5%
AWM
294
Able Wealth Management
New Jersey
$5.31M +$3.13M +51,206 +158%
WA
295
Wealth Architects
California
$5.28M +$15.1K +246 +0.3%
EFH
296
Eaton Financial Holdings
Florida
$5.27M
BBA
297
Braun-Bostich & Associates
Pennsylvania
$5.26M +$1.45M +23,658 +40%
MA
298
Mutual Advisors
Nebraska
$5.24M +$362K +5,915 +8%
SCM
299
SOL Capital Management
Maryland
$5.19M +$1.5M +24,500 +43%
RF
300
Robinswood Financial
Washington
$5.16M -$275K -4,495 -5%

EFV Hedge Fund Activity: Q2 2025 in Review

1,065 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q2 2025, worth a combined $23.8B — up 32% from $18B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new EFV positions and 45 closed out — a net gain of 71 holders — while 553 added to existing stakes and 254 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.43B. The largest seller was Flow Traders U.S., exiting entirely with an estimated $191M sold.

  • 1,065 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q2 2025, up from 1,009 in Q1 2025.
  • Funds reported $23.8B of iShares MSCI EAFE Value ETF stock for Q2 2025, up 32% quarter-over-quarter.
  • 116 funds opened new iShares MSCI EAFE Value ETF positions in Q2 2025 and 45 closed out, a net change of +71 holders.
  • The largest iShares MSCI EAFE Value ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $1.43B added.
  • The largest iShares MSCI EAFE Value ETF seller in Q2 2025 was Flow Traders U.S., an estimated $191M sold.

Based on aggregated 13F filings for Q2 2025.