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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
MCM
526
Mainstream Capital Management
California
$1.36M -$28.3K -463 -2%
CWM
527
Congress Wealth Management
Massachusetts
$1.36M +$8.57K +140 +0.7%
RFA
528
Resurgent Financial Advisors
Georgia
$1.35M +$441K +7,204 +51%
CCG
529
Catalina Capital Group
California
$1.35M +$440K +7,192 +51%
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$1.35M +$220K +3,600 +20%
OA
531
Operose Advisors
Wisconsin
$1.35M +$21.9K +358 +2%
FWP
532
Falcon Wealth Planning
California
$1.35M -$121K -1,974 -9%
FA
533
Fedenia Advisers
Wisconsin
$1.34M +$144K +2,355 +13%
GF
534
GGM Financials
Ohio
$1.33M +$417K +6,813 +48%
AWP
535
Axis Wealth Partners
Rhode Island
$1.31M +$114K +1,867 +10%
Vontobel Holding
536
Vontobel Holding
Switzerland
$1.28M +$1.24M +20,190 New
VT
537
Vise Technologies
New York
$1.26M +$1.22M +19,858 New
Squarepoint
538
Squarepoint
New York
$1.26M +$205K +3,354 +20%
LA
539
Latitude Advisors
Florida
$1.25M -$97.7K -1,597 -7%
PTC
540
Private Trust Company
Ohio
$1.25M +$276K +4,513 +30%
JWM
541
JDH Wealth Management
California
$1.25M -$2.33K -38 -0.2%
MWM
542
McMill Wealth Management
Nebraska
$1.24M -$25.3K -414 -2%
QP
543
Quartz Partners
New York
$1.23M -$11K -180 -0.9%
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$1.22M -$126K -2,052 -10%
AEPWM
545
Atlantic Edge Private Wealth Management
Florida
$1.22M -$5.81K -95 -0.5%
CFG
546
Cooper Financial Group
California
$1.21M -$624K -10,193 -35%
DWS
547
Discipline Wealth Solutions
South Carolina
$1.21M +$475K +7,765 +69%
TFA
548
Tobias Financial Advisors
Florida
$1.21M -$19.2K -313 -2%
CA
549
Clearstead Advisors
Ohio
$1.2M +$190K +3,108 +20%
QWM
550
Quadcap Wealth Management
Texas
$1.2M +$37.9K +620 +3%

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.