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
RTC
901
Real Talk Capital
Tennessee
$203K +$196K +3,199 New
SRWM
902
Shira Ridge Wealth Management
California
$203K +$196K +3,198 New
CAS
903
Coppell Advisory Solutions
Texas
$203K +$195K +3,192 New
OC
904
Oarsman Capital
Wisconsin
$201K -$25.1K -411 -11%
MWS
905
MFA Wealth Services
California
$200K +$193K +3,151 New
FDCDDQ
906
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$63.3K -1,035 -25%
PCA
907
Providence Capital Advisors
North Carolina
$192K +$185K +3,024 New
AAP
908
Arax Advisory Partners
Colorado
$191K +$31.8K +520 +21%
BCWM
909
Bartlett & Co Wealth Management
Ohio
$186K +$3.55K +58 +2%
AG
910
AmeriFlex Group
Nevada
$185K -$19.3K -316 -10%
HIA
911
Harbor Investment Advisory
Maryland
$185K +$103K +1,678 +136%
AGWCA
912
Annis Gardner Whiting Capital Advisors
Florida
$184K +$177K +2,892 New
CIA
913
Choate Investment Advisors
Massachusetts
$181K +$174K +2,844 New
PA
914
Pineridge Advisors
Missouri
$171K -$21K -344 -11%
MHR
915
Matthew Hamilton Rosenberg
$168K -$14.6K -239 -8%
HB
916
Horizon Bancorp
Indiana
$160K -$24.8K -405 -14%
WFA
917
Wells Financial Advisors
Massachusetts
$160K +$95.1K +1,555 +161%
MIA
918
MeadowBrook Investment Advisors
Michigan
$158K
BL
919
Balentine LLC
Georgia
$156K
ZBNA
920
Zions Bancorporation, National Association
Utah
$150K
SAM
921
S.A. Mason
Michigan
$145K
RIL
922
Rothschild Investment LLC
Illinois
$143K
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$140K
JFG
924
JDM Financial Group
Texas
$133K
SWP
925
Strategic Wealth Partners
Ohio
$131K +$126K +2,059 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.