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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
TFG
926
Team Financial Group
California
$130K +$125K +2,050 New
MA
927
MCF Advisors
Kentucky
$130K -$1.71K -28 -1%
GI
928
GAMMA Investing
California
$130K -$673 -11 -0.5%
AAG
929
Armstrong Advisory Group
Massachusetts
$117K
FGC
930
Financial Gravity Companies
Texas
$103K +$99.6K +1,627 New
TFGT
931
TS Financial Group (TSFG)
Illinois
$101K +$15.1K +247 +18%
CPG
932
Cornerstone Planning Group
New Jersey
$97.2K -$33.3K -544 -26%
AIM
933
Anchor Investment Management
South Carolina
$93.8K
HNW
934
High Note Wealth
Minnesota
$88.7K
NWM
935
Navigoe Wealth Management
California
$85K
MPCG
936
Matrix Private Capital Group
New York
$83.9K
FFA
937
Founders Financial Alliance
North Carolina
$82.1K -$35.3K -577 -31%
BA
938
Bellwether Advisors
Nebraska
$79K
HI
939
Hoey Investments
Pennsylvania
$74.5K
GWSG
940
GPS Wealth Strategies Group
Colorado
$72.2K +$367 +6 +0.5%
JWA
941
JFS Wealth Advisors
Pennsylvania
$70.7K +$4.89K +80 +8%
TIM
942
Tortoise Investment Management
New York
$69.5K -$54.5K -890 -45%
PGAM
943
Princeton Global Asset Management
New Jersey
$69.1K
Toronto Dominion Bank
944
Toronto Dominion Bank
Ontario, Canada
$64.2K +$61.9K +1,011 New
BWL
945
Bogart Wealth LLC
Virginia
$63.5K +$27.6K +451 +82%
ITIM
946
Indiana Trust & Investment Management
Indiana
$62.3K
Russell Investments Group
947
Russell Investments Group
United Kingdom
$61.5K +$3.79K +62 +7%
KHC
948
Koesten Hirschmann & Crabtree
Kansas
$60.6K
RP
949
Rice Partnership
Hawaii
$59.3K +$57.1K +934 New
BCMLT
950
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.3K +$3.24K +53 +6%

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.