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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
IFS
401
Ifrah Financial Services
Arkansas
$2.82M -$45.2K -739 -2%
SPI
402
Sutton Place Investors
New York
$2.81M +$798K +13,036 +42%
WF
403
Warner Financial
Maryland
$2.79M +$289K +4,722 +12%
WFS
404
WealthGarden F.S.
California
$2.78M +$1.1M +17,921 +69%
PCA
405
Prosperity Capital Advisors
Ohio
$2.78M +$1.33M +21,701 +98%
PSCM
406
Per Stirling Capital Management
Texas
$2.77M +$1.68M +27,423 +169%
BWCS
407
Beirne Wealth Consulting Services
Connecticut
$2.76M -$2.1M -34,276 -44%
SCM
408
SCS Capital Management
Massachusetts
$2.72M +$1.27M +20,750 +94%
GM
409
GeoWealth Management
Illinois
$2.71M +$746K +12,198 +40%
FHC
410
First Heartland Consultants
Missouri
$2.7M +$1.66M +27,096 +147%
RW
411
Ridgeline Wealth
Arizona
$2.68M -$202K -3,296 -7%
NS
412
NBC Securities
Alabama
$2.68M +$210K +3,432 +9%
FFA
413
First Foundation Advisors
California
$2.67M +$165K +2,690 +7%
SFS
414
Sowell Financial Services
Arkansas
$2.66M +$402K +6,568 +19%
BEI
415
Benjamin Edwards Inc
Missouri
$2.65M +$949K +15,503 +59%
SPC
416
Sigma Planning Corp
Michigan
$2.64M +$678K +11,087 +36%
NL
417
NWAM LLC
Washington
$2.64M +$633K +10,345 +33%
SAW
418
Signal Advisors Wealth
Michigan
$2.63M -$162K -2,648 -6%
O3W
419
Omni 360 Wealth
New Jersey
$2.63M -$168K -2,744 -6%
CB
420
Commerce Bank
Missouri
$2.62M +$259K +4,240 +11%
D
421
Dentgroup
Louisiana
$2.61M +$247K +4,036 +11%
HI
422
Harbour Investments
Wisconsin
$2.61M +$895K +14,626 +55%
HNB
423
Huntington National Bank
Ohio
$2.6M
HSBC Holdings
424
HSBC Holdings
United Kingdom
$2.6M +$36.1K +590 +1%
SFG
425
Sage Financial Group
Pennsylvania
$2.6M +$35.8K +585 +1%

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.