We are live on ! Find out more
EFV icon

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
LWAM
826
Legacy Wealth Asset Management
Minnesota
$292K
CFGA
827
Cambridge Financial Group (Arizona)
Arizona
$291K
FDDB
828
Fidelity D&D Bancorp
Pennsylvania
$291K +$280K +4,581 New
EWP
829
Elevation Wealth Partners
California
$288K +$5.93K +97 +2%
OPWM
830
Oregon Pacific Wealth Management
Oregon
$288K +$277K +4,533 New
CNBT
831
Canandaigua National Bank & Trust
New York
$287K -$3.37K -55 -1%
HIP
832
HUB Investment Partners
Texas
$285K -$65.3K -1,068 -19%
GSEP
833
Golden State Equity Partners
California
$281K -$29.4K -481 -10%
EWA
834
Etesian Wealth Advisors
Oregon
$279K +$269K +4,390 New
MIA
835
Milestone Investment Advisors
Wisconsin
$278K -$29.7K -486 -10%
KAM
836
Knightsbridge Asset Management
California
$277K +$267K +4,358 New
NG
837
Novem Group
New York
$276K +$18.5K +302 +7%
LWM
838
LongView Wealth Management
Georgia
$276K +$266K +4,341 New
MT
839
Midwest Trust
Kansas
$275K +$265K +4,328 New
SC
840
Schoolcraft Capital
Colorado
$273K -$9.73K -159 -4%
BSSFA
841
Baron Silver Stevens Financial Advisors
Florida
$267K +$257K +4,203 New
AT
842
Arlington Trust
Alabama
$261K
AWM
843
Avior Wealth Management
Nebraska
$260K -$23.9K -391 -9%
PA
844
Parallel Advisors
California
$259K -$8.99K -147 -3%
MA
845
Mosaic Advisors
Texas
$258K +$249K +4,062 New
PPG
846
Peak Planning Group
Colorado
$255K +$246K +4,024 New
KCM
847
KM Capital Management
Texas
$255K +$246K +4,016 New
IA
848
Inspire Advisors
Idaho
$254K +$2.14K +35 +0.9%
WI
849
WrapManager Inc
California
$251K -$19.3K -315 -7%
TPWA
850
TRUE Private Wealth Advisors
Oregon
$251K -$193K -3,152 -44%

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.