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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
PMFA
801
Plante Moran Financial Advisors
Michigan
$336K +$11.1K +182 +4%
SS
802
Sunbelt Securities
Texas
$335K +$46.1K +753 +13%
RF
803
RHS Financial
California
$335K -$405K -6,612 -56%
CGA
804
Crescent Grove Advisors
Illinois
$334K
CPA
805
Cardiff Park Advisors
California
$331K +$2.81K +46 +0.9%
SMA
806
Sage Mountain Advisors
Georgia
$330K
IFWM
807
Institute for Wealth Management
Colorado
$330K +$61 +1 +0%
IFA
808
Index Fund Advisors
California
$327K +$1.53K +25 +0.5%
WFC
809
Western Financial Corp
California
$326K +$91.7K +1,498 +41%
TC
810
Trilogy Capital
California
$326K +$314K +5,131 New
FCH
811
Freestone Capital Holdings
Washington
$324K -$21K -343 -6%
BHWM
812
Beaird Harris Wealth Management
Texas
$322K -$18.8K -307 -6%
IAIM
813
International Assets Investment Management
Florida
$320K +$87.3K +1,426 +39%
IIA
814
Integral Investment Advisors
California
$317K
BGWM
815
Bridge Generations Wealth Management
Florida
$315K
OWM
816
Opes Wealth Management
California
$315K
LLWM
817
Life Line Wealth Management
California
$313K +$76.6K +1,252 +34%
CFP
818
Catalyst Financial Partners
Massachusetts
$311K +$300K +4,905 New
VA
819
Vident Advisory
Georgia
$310K +$299K +4,881 New
FA
820
FSA Advisors
Michigan
$306K +$66K +1,079 +29%
SWM
821
Silverlake Wealth Management
Vermont
$302K +$291K +4,764 New
VPF
822
Vantage Point Financial
Illinois
$302K +$291K +4,750 New
FWI
823
Facet Wealth Inc
Maryland
$300K +$290K +4,734 New
APW
824
Axim Planning & Wealth
Ohio
$297K +$286K +4,680 New
HCC
825
Hirtle Callaghan & Co
Pennsylvania
$296K

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.