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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
HBW
876
Hazlett, Burt & Watson
West Virginia
$224K +$15.2K +249 +8%
RFC
877
Regions Financial Corp
Alabama
$223K -$9.12K -149 -4%
MIM
878
Marco Investment Management
Georgia
$222K
BB
879
Busey Bank
Illinois
$221K +$213K +3,489 New
BTWM
880
Baker Tilly Wealth Management
Wisconsin
$220K +$212K +3,462 New
SFGP
881
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$219K
FNBT
882
FineMark National Bank & Trust
Florida
$217K +$209K +3,416 New
TWP
883
Total Wealth Planning
Ohio
$216K -$78K -1,274 -27%
HCWM
884
Hidden Cove Wealth Management
Washington
$216K +$208K +3,395 New
MWP
885
Madison Wealth Partners
Wisconsin
$214K -$1.77K -29 -0.9%
MFT
886
Moisand Fitzgerald Tamayo
Florida
$212K
CHJWM
887
Carlton Hofferkamp & Jenks Wealth Management
Texas
$211K +$202K +3,309 New
WCM
888
Wealthcare Capital Management
Virginia
$210K -$11.4K -186 -5%
FSA
889
Financial Sense Advisors
California
$210K +$202K +3,302 New
CG
890
CFO4Life Group
Texas
$209K +$202K +3,295 New
FAM
891
Frontier Asset Management
Wyoming
$208K +$201K +3,277 New
SSW
892
Stone Summit Wealth
Florida
$207K +$200K +3,266 New
AB
893
Atlas Brown
Kentucky
$207K +$200K +3,263 New
ANBT
894
American National Bank & Trust
Texas
$207K
DTC
895
Davidson Trust Company
Washington
$207K +$199K +3,256 New
BTWM
896
Brass Tax Wealth Management
Ohio
$206K +$199K +3,253 New
BA
897
Bristlecone Advisors
Washington
$206K
NB
898
Nicolet Bankshares
Wisconsin
$206K +$198K +3,238 New
GJWM
899
Gilliland Jeter Wealth Management
Arkansas
$205K +$198K +3,230 New
IWP
900
Innova Wealth Partners
Pennsylvania
$204K +$197K +3,215 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.