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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
BHPW
726
Beverly Hills Private Wealth
California
$458K +$112K +1,829 +34%
LAS
727
Lloyd Advisory Services
Georgia
$458K -$16.9K -276 -4%
TWA
728
Talisman Wealth Advisors
New Jersey
$455K +$37.4K +611 +9%
EFS
729
Essex Financial Services
Connecticut
$454K +$63.5K +1,037 +17%
WA
730
Wambolt & Associates
Colorado
$449K -$367 -6 -0.1%
WPC
731
Wedmont Private Capital
Pennsylvania
$446K +$33.7K +550 +9%
QCM
732
QRG Capital Management
Illinois
$446K -$27.4K -448 -6%
PCM
733
Pointe Capital Management
Michigan
$444K +$134K +2,187 +46%
HH
734
Hilltop Holdings
Texas
$443K +$427K +6,986 New
CIA
735
Cape Investment Advisory
Georgia
$443K +$154K +2,523 +57%
KIM
736
Kestra Investment Management
Texas
$442K +$426K +6,963 New
Wealthfront Advisers
737
Wealthfront Advisers
California
$441K -$88.3K -1,443 -17%
MIA
738
MainStreet Investment Advisors
Illinois
$440K
OWP
739
ORG Wealth Partners
Texas
$440K -$13.8K -225 -3%
ETC
740
Exchange Traded Concepts
Oklahoma
$439K +$423K +6,915 New
GHAM
741
Gilman Hill Asset Management
Connecticut
$438K +$33.7K +550 +9%
AFG
742
Allegheny Financial Group
Pennsylvania
$435K +$73.4K +1,200 +21%
SIMC
743
Squire Investment Management Company
Utah
$434K -$158K -2,579 -27%
AF
744
Advisornet Financial
Minnesota
$432K +$73.7K +1,204 +21%
PWM
745
PBMares Wealth Management
Virginia
$426K -$22.9K -374 -5%
APWA
746
Atlas Private Wealth Advisors
New Jersey
$425K +$12.7K +207 +3%
KWS
747
Keystone Wealth Services
California
$425K +$306 +5 +0.1%
PWM
748
Parkworth Wealth Management
California
$424K +$8.63K +141 +2%
Bessemer Group
749
Bessemer Group
New Jersey
$418K -$75.8K -1,239 -16%
OLVIG
750
Oliver Lagore Vanvalin Investment Group
Michigan
$416K +$432K +7,061 New

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.