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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
WIM
551
Westside Investment Management
California
$1.2M -$43.3K -708 -4%
GWMR
552
GC Wealth Management RIA
Massachusetts
$1.19M +$59.8K +977 +5%
CCB
553
Country Club Bank
Missouri
$1.16M -$28K -457 -2%
MWA
554
MN Wealth Advisors
Kansas
$1.15M +$742K +12,135 +205%
MWP
555
MYCIO Wealth Partners
Pennsylvania
$1.14M +$23.7K +388 +2%
CF
556
Centaurus Financial
California
$1.14M +$36.3K +594 +3%
LFA
557
LGT Financial Advisors
Texas
$1.14M +$347K +5,663 +46%
SWP
558
Semus Wealth Partners
Florida
$1.13M +$349K +5,697 +47%
MCA
559
MSH Capital Advisors
Arizona
$1.11M +$91.4K +1,494 +9%
LI
560
LRI Investments
Florida
$1.11M +$14.1K +230 +1%
GFA
561
Gallagher Fiduciary Advisors
Illinois
$1.1M +$370K +6,055 +53%
Betterment LLC
562
Betterment LLC
New York
$1.1M +$74.9K +1,224 +8%
JSW
563
Journey Strategic Wealth
New Jersey
$1.1M -$865K -14,139 -45%
FAI
564
Fiduciary Advisors Inc
Missouri
$1.08M +$21.2K +347 +2%
I
565
InvesTrust
Oklahoma
$1.08M +$28.8K +470 +3%
VWA
566
Visionary Wealth Advisors
Illinois
$1.07M +$17.4K +284 +2%
RWM
567
Riverbend Wealth Management
South Carolina
$1.07M +$1.03M +16,855 New
ACA
568
Ascension Capital Advisors
Texas
$1.07M
RA
569
Rockingstone Advisors
Massachusetts
$1.06M +$23.9K +390 +2%
FWM
570
Fonville Wealth Management
Virginia
$1.05M -$9.36K -153 -0.9%
PWAM
571
Private Wealth Asset Management
Iowa
$1.04M +$22.3K +365 +2%
CA
572
Clune & Associates
Illinois
$1.03M +$226K +3,692 +29%
LSA
573
Lion Street Advisors
Texas
$1.02M +$424K +6,931 +76%
CFG
574
Citizens Financial Group
Rhode Island
$1.01M -$46.2K -755 -5%
JSL
575
JT Stratford LLC
Georgia
$1.01M +$340K +5,563 +54%

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.