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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
FA
751
Fermata Advisors
California
$415K -$13.6K -222 -3%
MCA
752
Midwest Capital Advisors
Michigan
$413K -$27.8K -455 -7%
HP
753
Holistic Planning
Texas
$411K +$102K +1,669 +35%
NA
754
Novus Advisors
South Carolina
$411K -$31.1K -509 -7%
NB
755
Northwest Bancshares
Pennsylvania
$411K -$1.1K -18 -0.3%
KA
756
Kovack Advisors
Florida
$408K -$117K -1,911 -23%
SFP
757
SwitchPoint Financial Planning
Utah
$407K +$393K +6,415 New
DCM
758
DGS Capital Management
New Jersey
$406K -$16.7K -273 -4%
EWM
759
Evolution Wealth Management
Florida
$402K +$387K +6,327 New
PCIG
760
Partners Capital Investment Group
Massachusetts
$401K -$387K -6,323 -50%
PWM
761
Pines Wealth Management
North Carolina
$400K -$2.45K -40 -0.6%
WDL
762
Well Done LLC
Michigan
$395K +$88.1K +1,440 +30%
AG
763
AlTi Global
New York
$394K -$230K -3,753 -38%
CPL
764
CAP Partners LLC
Tennessee
$391K -$21K -343 -5%
MWM
765
Meridian Wealth Management
Kentucky
$391K +$1.04K +17 +0.3%
BWA
766
Bordeaux Wealth Advisors
California
$384K
TSS
767
Two Sigma Securities
New York
$384K -$398K -6,509 -52%
CWM
768
Copia Wealth Management
Oregon
$384K -$20.4K -334 -5%
AWA
769
Aaron Wealth Advisors
Illinois
$383K +$6.42K +105 +2%
SRB
770
Shotwell Rutter Baer
Michigan
$381K -$12.1K -198 -3%
RCAG
771
Rehmann Capital Advisory Group
Michigan
$380K +$108K +1,771 +42%
TWM
772
Tanglewood Wealth Management
Texas
$379K
TW
773
TritonPoint Wealth
Maryland
$379K +$9.91K +162 +3%
WBG
774
Wharton Business Group
Pennsylvania
$378K
RFG
775
REAP Financial Group
Texas
$374K +$7.04K +115 +2%

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.