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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
WWM
626
Western Wealth Management
Colorado
$751K +$202K +3,300 +39%
SFSG
627
Sound Financial Strategies Group
Mississippi
$746K -$3.37K -55 -0.5%
AFW
628
Avantra Family Wealth
Pennsylvania
$742K -$449K -7,341 -39%
PCA
629
Pallas Capital Advisors
Massachusetts
$738K -$6.12K -100 -0.9%
AWM
630
Accurate Wealth Management
Florida
$734K +$394K +6,439 +129%
ECM
631
Evergreen Capital Management
Washington
$734K +$708K +11,565 New
FG
632
Foster Group
Iowa
$731K -$11.9K -195 -2%
Lido Advisors
633
Lido Advisors
California
$727K -$214K -3,505 -23%
MWAM
634
Manhattan West Asset Management
California
$713K +$14.7K +240 +2%
CPRC
635
Consolidated Portfolio Review Corp
New York
$695K +$670K +10,943 New
CCA
636
Childress Capital Advisors
Texas
$692K +$265K +4,333 +66%
BP
637
BWM Planning
Texas
$689K
CIAS
638
Capital Investment Advisory Services
North Carolina
$684K +$51.6K +844 +9%
Citadel Advisors
639
Citadel Advisors
Florida
$674K -$574K -9,385 -47%
FCAM
640
First Citizens Asset Management
North Carolina
$668K -$14.9K -243 -2%
ONB
641
Old National Bancorp
Indiana
$665K +$641K +10,482 New
AWM
642
Ariadne Wealth Management
California
$658K
MWM
643
Mission Wealth Management
California
$658K +$795 +13 +0.1%
BNP Paribas Financial Markets
644
BNP Paribas Financial Markets
France
$656K +$392K +6,404 +163%
TFCP
645
Twin Focus Capital Partners
Massachusetts
$649K +$374K +6,120 +149%
HA
646
Herold Advisors
New York
$648K +$275K +4,493 +79%
TCWA
647
Turtle Creek Wealth Advisors
Texas
$648K
WPW
648
Waldron Private Wealth
Pennsylvania
$646K +$489 +8 +0.1%
WTC
649
WhitTier Trust Company
Nevada
$643K +$11.8K +193 +2%
AFP
650
Ausdal Financial Partners
Iowa
$642K +$322K +5,262 +108%

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.