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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
GLA
851
Good Life Advisors
Pennsylvania
$250K -$3.55K -58 -1%
KTM
852
Keeler Thomas Management
Utah
$249K -$1.66M -27,105 -87%
VCM
853
Versant Capital Management
Arizona
$248K
VVP
854
Venture Visionary Partners
Ohio
$246K +$237K +3,872 New
PFA
855
Professional Financial Advisors
Nebraska
$245K +$21.2K +347 +10%
AWM
856
Angeles Wealth Management
California
$245K
Bank Julius Baer & Co
857
Bank Julius Baer & Co
Switzerland
$244K
BAG
858
Bridgewealth Advisory Group
California
$243K +$13.2K +215 +6%
EE
859
EWG Elevate
California
$243K +$234K +3,822 New
GVCM
860
Global View Capital Management
Wisconsin
$241K +$233K +3,803 New
CG
861
Cynosure Group
Utah
$240K +$22.9K +374 +11%
OWP
862
Obermeyer Wealth Partners
Colorado
$239K
SWA
863
SOA Wealth Advisors
New York
$236K -$44.9K -733 -16%
GS
864
GTS Securities
New York
$234K +$226K +3,690 New
TA
865
TrueWealth Advisors
Alabama
$234K +$226K +3,688 New
TH
866
Team Hewins
California
$233K
VIA
867
Vickerman Investment Advisors
Washington
$232K
LFS
868
Lutz Financial Services
Nebraska
$232K
ACM
869
Aurdan Capital Management
Pennsylvania
$232K +$8.81K +144 +4%
MHFA
870
Mission Hills Financial Advisory
California
$229K
MA
871
MKT Advisors
California
$229K +$221K +3,605 New
TRIA
872
Trail Ridge Investment Advisors
Colorado
$228K +$220K +3,597 New
UFAC
873
Urban Financial Advisory Corp
Illinois
$228K +$4.71K +77 +2%
AC
874
AlphaCore Capital
California
$226K +$6.24K +102 +3%
RCM
875
Radnor Capital Management
Pennsylvania
$226K

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.