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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
HR
951
Howe & Rusling
New York
$59.2K -$198K -3,241 -78%
APW
952
Atlantic Private Wealth
North Carolina
$58.6K
Barclays
953
Barclays
United Kingdom
$56.5K -$106K -1,725 -66%
CWP
954
Clark Wealth Partners
Illinois
$55.1K -$69.7K -1,139 -57%
BA
955
Ballast Advisors
Minnesota
$53.2K
RF
956
Rossby Financial
Florida
$52.7K
CJH
957
Christopher J. Hasenberg
Wisconsin
$50.2K +$3.85K +63 +9%
PIA
958
Powell Investment Advisors
Florida
$50.2K +$1.04K +17 +2%
TAM
959
Tucker Asset Management
Colorado
$45.3K -$31.3K -511 -42%
TF
960
Tompkins Financial
New York
$41.3K
HWP
961
Highline Wealth Partners
California
$40.8K -$21.8K -356 -36%
SIC
962
Salem Investment Counselors
North Carolina
$40.5K +$1.59K +26 +4%
PFM
963
Phillips Financial Management
Indiana
$39.5K +$61 +1 +0.2%
HT
964
Headlands Technologies
Illinois
$37.7K -$29.1K -475 -44%
FNWA
965
Financial Network Wealth Advisors
Utah
$37.5K +$13.2K +215 +57%
JFA
966
JNBA Financial Advisors
Minnesota
$34.9K
BIM
967
Breakwater Investment Management
Washington
$33.5K
RL
968
Rogco LP
Oklahoma
$31.7K
MAS
969
MPWM Advisory Solutions
Georgia
$31.7K +$11.3K +185 +59%
OAJ
970
Ogorek Anthony Joseph
New York
$31K +$612 +10 +2%
TCOV
971
Trust Company of Vermont
Vermont
$30.4K
AA
972
Addison Advisors
Vermont
$30K
PW
973
Pandora Wealth
Illinois
$29.6K +$28.6K +467 New
OWA
974
Opal Wealth Advisors
New York
$29.1K -$40K -653 -59%
CMA
975
Cedar Mountain Advisors
Oregon
$28.9K +$612 +10 +2%

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.