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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
EA
301
Efficient Advisors
Ohio
$5.14M -$921K -15,051 -16%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$5.14M +$698K +11,410 +16%
MCA
303
Maryland Capital Advisors
Maryland
$5.11M -$68.3K -1,116 -1%
AWA
304
Arkadios Wealth Advisors
Georgia
$5.06M +$475K +7,758 +11%
1WA
305
180 Wealth Advisors
Washington
$5.01M +$41K +670 +0.9%
EWA
306
Elevate Wealth Advisory
Georgia
$5.01M -$220K -3,591 -4%
SF
307
SWP Financial
California
$4.99M +$2.44M +39,880 +103%
RT
308
Rockland Trust
Massachusetts
$4.96M -$199K -3,259 -4%
GWP
309
Gateway Wealth Partners
Wisconsin
$4.95M +$1.95M +31,811 +69%
MLA
310
My Legacy Advisors
Oregon
$4.95M +$1.26M +20,529 +36%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$4.95M +$283K +4,626 +6%
UAS
312
United Asset Strategies
New York
$4.94M -$85.5K -1,398 -2%
IA
313
IFP Advisors
Florida
$4.92M +$1.99M +32,550 +73%
MAM
314
MMA Asset Management
Pennsylvania
$4.88M -$8.12M -132,655 -63%
VCP
315
Verus Capital Partners
Arizona
$4.78M +$1.22M +19,935 +36%
TF
316
Theory Financial
Colorado
$4.78M +$1.53M +25,058 +50%
LAM
317
L2 Asset Management
Massachusetts
$4.73M +$1.96M +31,955 +75%
RP
318
Riverwater Partners
Wisconsin
$4.59M
NWM
319
Northwest Wealth Management
Iowa
$4.57M -$243K -3,979 -5%
EH
320
Equitable Holdings
New York
$4.55M +$871K +14,238 +25%
BWMG
321
Barnes Wealth Management Group
California
$4.55M +$1.51M +24,620 +52%
RA
322
RFG Advisory
Alabama
$4.55M +$969K +15,838 +28%
HPM
323
Hoxton Planning & Management
West Virginia
$4.52M +$1.35M +21,996 +45%
CFA
324
Cahill Financial Advisors
Minnesota
$4.51M +$3.92K +64 +0.1%
CFO
325
Collective Family Office
Pennsylvania
$4.5M -$27K -442 -0.6%

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.