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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
ANTB
376
AMG National Trust Bank
Colorado
$3.27M +$33.3K +544 +1%
BW
377
Blalock Williams
Alabama
$3.23M +$1.07M +17,424 +52%
KFI
378
Key Financial Inc
Pennsylvania
$3.18M +$22.1K +361 +0.7%
SYBT
379
Stock Yards Bank & Trust
Kentucky
$3.16M +$467K +7,630 +18%
CIA
380
Concurrent Investment Advisors
Florida
$3.15M +$1.24M +20,319 +69%
CC
381
Copperleaf Capital
North Carolina
$3.14M -$10.8K -177 -0.4%
ICP
382
Interchange Capital Partners
Pennsylvania
$3.11M +$1.15M +18,757 +62%
DWS
383
Dynamic Wealth Strategies
California
$3.1M +$93.6K +1,529 +3%
SAM
384
Smartleaf Asset Management
Massachusetts
$3.07M +$2.39M +39,083 +424%
WT
385
Whittier Trust
California
$3.06M +$29.4K +481 +1%
BWA
386
BCU Wealth Advisors
Illinois
$3.02M +$460K +7,511 +19%
SFA
387
Salus Financial Advisors
Colorado
$3.02M -$48.9K -799 -2%
BIG
388
Brookwood Investment Group
Arizona
$3.02M +$856K +13,992 +42%
Brown Advisory
389
Brown Advisory
Maryland
$3.01M -$18.6K -304 -0.6%
DSA
390
Droms Strauss Advisors
Missouri
$3.01M -$118K -1,930 -4%
LIA
391
LifePlan Investment Advisors
North Carolina
$2.98M +$882K +14,415 +44%
NW
392
NewEdge Wealth
Pennsylvania
$2.94M +$64.6K +1,056 +2%
RW
393
Regimen Wealth
Georgia
$2.91M +$320K +5,236 +13%
WP
394
WealthPLAN Partners
Nebraska
$2.88M +$898K +14,678 +48%
DAS
395
Diversify Advisory Services
Utah
$2.86M -$136K -2,218 -5%
IIC
396
Ironwood Investment Counsel
Arizona
$2.86M +$460K +7,514 +21%
SFS
397
Summit Financial Strategies
Ohio
$2.83M -$191K -3,127 -7%
MWA
398
Merkkuri Wealth Advisors
New York
$2.83M +$962K +15,728 +55%
TL
399
Tradewinds LLC
North Carolina
$2.83M +$2.72M +44,506 New
AA
400
Advisory Alpha
Michigan
$2.82M -$139K -2,264 -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.