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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
TWC
426
TD Waterhouse Canada
Ontario, Canada
$2.57M +$343K +5,603 +16%
CWP
427
Cyndeo Wealth Partners
Florida
$2.57M +$165K +2,689 +7%
FAIM
428
Financial Advocates Investment Management
Washington
$2.57M +$613K +10,026 +33%
SWM
429
Sterling Wealth Management
Illinois
$2.53M +$2.44M +39,918 New
SIA
430
SkyView Investment Advisors
New Jersey
$2.51M -$701K -11,449 -22%
WS
431
Wedbush Securities
California
$2.5M +$698K +11,410 +41%
SWM
432
Stark Wealth Management
Pennsylvania
$2.49M +$2.42M +39,600 New
WQ
433
Wealth Quarterback
New Jersey
$2.49M +$1.47M +24,021 +158%
Kovitz Investment Group Partners
434
Kovitz Investment Group Partners
Illinois
$2.48M +$48.9K +799 +2%
TPCW
435
TD Private Client Wealth
New York
$2.48M +$232K +3,796 +11%
BWA
436
Beam Wealth Advisors
Louisiana
$2.46M +$735K +12,017 +45%
SRC
437
Shufro Rose & Co
New York
$2.43M -$16.2K -264 -0.6%
RWP
438
Revolve Wealth Partners
New Jersey
$2.41M -$54.3K -887 -2%
CCMG
439
Clark Capital Management Group
Pennsylvania
$2.34M -$1.63M -26,596 -42%
CWA
440
Clearview Wealth Advisors
Oregon
$2.29M +$680K +11,111 +44%
VM
441
VPR Management
Texas
$2.27M
KAM
442
KEB Asset Management
Illinois
$2.26M +$1.84K +30 +0.1%
AC
443
Addison Capital
Pennsylvania
$2.25M +$156K +2,543 +8%
Principal Financial Group
444
Principal Financial Group
Iowa
$2.21M -$549K -8,966 -20%
Koshinski Asset Management
445
Koshinski Asset Management
Illinois
$2.21M +$2.13M +34,760 New
CWA
446
CogentBlue Wealth Advisors
Tennessee
$2.19M -$97.9K -1,600 -4%
LJAC
447
L.J. Altfest & Co
New York
$2.16M +$1.15M +18,759 +123%
AFTS
448
American Financial & Tax Strategies
New York
$2.16M -$158K -2,585 -7%
MWM
449
Maripau Wealth Management
Indiana
$2.15M +$205K +3,346 +11%
EFG
450
Elios Financial Group
Ohio
$2.12M +$1.19M +19,481 +140%

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.