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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
OIA
26
OneDigital Investment Advisors
Kansas
$157M +$41M +670,534 +37%
RIG
27
RiverFront Investment Group
Virginia
$150M +$39.5M +646,329 +38%
SA
28
Sanctuary Advisors
Indiana
$147M +$43.4M +709,481 +44%
TIAA Trust, National Association
29
TIAA Trust, National Association
North Carolina
$144M +$45.1M +736,395 +48%
JC
30
JB Capital
Connecticut
$141M +$54.1M +884,910 +67%
FIA
31
Foundations Investment Advisors
Arizona
$128M +$50.1M +818,964 +68%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$119M +$3.24M +52,965 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$119M +$17.5M +285,409 +18%
MMA
34
Miracle Mile Advisors
California
$118M +$12.4M +201,843 +12%
EWM
35
Empirical Wealth Management
Washington
$115M +$6.42M +104,864 +6%
MWM
36
Modera Wealth Management
New Jersey
$115M -$6.14M -100,416 -5%
Raymond James Financial
37
Raymond James Financial
Florida
$111M +$19M +310,213 +22%
MFG
38
Merit Financial Group
Georgia
$109M +$39.6M +646,795 +61%
UCFA
39
United Capital Financial Advisors
Texas
$103M +$30.7M +502,143 +45%
Stifel Financial
40
Stifel Financial
Missouri
$94.6M +$26.9M +439,304 +42%
M&T Bank
41
M&T Bank
New York
$90M -$2.28M -37,322 -3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$89.3M +$22.8M +371,831 +36%
AA
43
Alesco Advisors
New York
$89.1M -$659K -10,775 -0.8%
SEIA
44
Signature Estate & Investment Advisors
California
$80.6M +$77.1M +1,259,374 +13,112%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$80.4M +$1.23M +20,172 +2%
SC
46
Savant Capital
Illinois
$78.7M -$1.4M -22,801 -2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$78.1M +$3.58M +58,428 +5%
AL
48
Aspiriant LLC
California
$71.6M -$443K -7,239 -0.6%
AWMS
49
Advocacy Wealth Management Services
Georgia
$71.1M +$25.3M +412,861 +58%
DWM
50
Dynasty Wealth Management
Florida
$69.3M -$5.5M -89,950 -8%

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.