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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
TC
601
TownSquare Capital
Utah
$861K -$10.7M -174,571 -93%
MAS
602
Madden Advisory Services
Florida
$861K +$16.9K +277 +2%
EL
603
EWA LLC
Pennsylvania
$860K +$167K +2,728 +25%
QWP
604
Quotient Wealth Partners
Texas
$851K +$57.8K +945 +8%
BIM
605
Bridges Investment Management
Nebraska
$847K +$31K +507 +4%
THL
606
Tillman Hartley LLC
Colorado
$836K +$806K +13,166 New
OC
607
Opinicus Capital
Florida
$830K -$4.22K -69 -0.5%
ADL
608
Asset Dedication LLC
California
$830K +$8.32K +136 +1%
QCM
609
Quantinno Capital Management
New York
$827K +$538K +8,798 +208%
SI
610
Stephens Inc
Arkansas
$827K +$367 +6 +0%
MFG
611
Magnus Financial Group
New York
$824K +$248K +4,050 +45%
VFO
612
Virtus Family Office
Texas
$822K +$171K +2,796 +28%
HCP
613
Hardin Capital Partners
South Carolina
$821K -$1.77K -29 -0.2%
FWM
614
FLP Wealth Management
Arkansas
$819K +$30K +491 +4%
PIA
615
Perennial Investment Advisors
California
$808K +$186K +3,034 +31%
T
616
Transce3nd
Texas
$805K -$929K -15,176 -54%
RWM
617
Rialto Wealth Management
New York
$804K
MWM
618
MGB Wealth Management
Texas
$793K +$765K +12,496 New
AFO
619
Aurelius Family Office
New Hampshire
$782K -$96.7K -1,581 -11%
SG
620
StoneX Group
New York
$774K -$289K -4,723 -28%
GS
621
GWN Securities
Florida
$772K -$1.08M -17,704 -59%
FEM
622
Fulcrum Equity Management
Texas
$760K +$239K +3,901 +48%
PFA
623
Pinnacle Family Advisors
Missouri
$759K +$139K +2,273 +23%
2L
624
25 LLC
Missouri
$755K +$2.51K +41 +0.3%
MWG
625
Martin Worley Group
Utah
$754K -$2.69K -44 -0.4%

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.