We are live on ! Find out more
EFV icon

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
MSWMA
351
Market Street Wealth Management Advisors
Indiana
$3.97M +$89.9K +1,470 +2%
NWAG
352
Net Worth Advisory Group
Utah
$3.92M +$2.99M +48,893 +382%
TCM
353
Telos Capital Management
California
$3.91M +$74.1K +1,211 +2%
SFM
354
Signet Financial Management
New Jersey
$3.89M +$1.9M +31,118 +103%
MCCA
355
Mill Creek Capital Advisors
Pennsylvania
$3.86M
BFS
356
Bradley Foster & Sargent
Connecticut
$3.86M +$3.72M +60,765 New
BFS
357
BridgePort Financial Solutions
Iowa
$3.85M +$755K +12,342 +26%
BIG
358
Bush Investment Group
Georgia
$3.84M +$1.39M +22,713 +60%
FWMM
359
Foundation Wealth Management (Missouri)
Missouri
$3.77M -$165K -2,701 -4%
WAL
360
W Advisors LLC
Tennessee
$3.75M +$611K +9,990 +20%
WANY
361
Wealthspire Advisors (New York)
New York
$3.73M +$146K +2,378 +4%
RIM
362
Redwood Investment Management
Arizona
$3.72M +$667K +10,898 +23%
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
$3.69M -$1.88M -30,773 -35%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$3.63M +$254K +4,151 +8%
FHA
365
Flagship Harbor Advisors
Massachusetts
$3.6M +$1.31M +21,471 +61%
VW
366
Vance Wealth
California
$3.57M -$108K -1,767 -3%
SWA
367
Sax Wealth Advisors
New Jersey
$3.56M +$679K +11,102 +25%
AL
368
ADE LLC
Maryland
$3.55M +$2.2K +36 +0.1%
BOSSRA
369
B.O.S.S. Retirement Advisors
Utah
$3.54M -$403K -6,594 -11%
NFP
370
Narus Financial Partners
Utah
$3.54M +$144K +2,352 +4%
SWP
371
Stratos Wealth Partners
Ohio
$3.48M +$422K +6,899 +14%
FW
372
FullCircle Wealth
Texas
$3.39M +$1.23M +20,182 +62%
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$3.34M +$1.05M +17,174 +49%
CRI
374
Commonwealth Retirement Investments
Virginia
$3.34M +$1.12M +18,309 +53%
EWA
375
EverSource Wealth Advisors
Alabama
$3.33M +$275K +4,502 +9%

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.