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iShares MSCI EAFE Value ETF

1,010 hedge funds and large institutions have $18B invested in iShares MSCI EAFE Value ETF in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 497 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

4% more funds holding in top 10

Funds holding in top 10: 9195 (+4)

0% less funds holding

Funds holding: 1,0111,010 (-1)

4.06% less ownership

Funds ownership: 92.43%88.37% (-4.1%)

7% less capital invested

Capital invested by funds: $19.3B → $18B (-$1.25B)

45% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 497

Holders
1,010
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
13.54%
Holding in Top 10
95
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.4%
% of All Funds
1.27%
New
83
Increased
272
Reduced
497
Closed
57
Calls
$91.7M
Puts
Net Calls
+$91.7M
Net Calls Change
+$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$29.3M +$161K +2,853 +0.6%
BAM
77
Brave Asset Management
New Jersey
$27.8M +$340K +6,005 +1%
Goldman Sachs
78
Goldman Sachs
New York
$26.9M -$5.46M -96,490 -17%
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$26.8M -$6.2M -109,571 -19%
HighTower Advisors
80
HighTower Advisors
Illinois
$26.3M -$2.46M -43,403 -9%
OWA
81
Octavia Wealth Advisors
Ohio
$25.3M -$8.38M -148,128 -26%
CW
82
CreativeOne Wealth
Kansas
$25.1M -$7.41M -131,029 -24%
VU
83
Valence8 US
Massachusetts
$24.6M +$723K +12,777 +3%
FFA
84
Farther Finance Advisors
California
$24.4M +$1.12M +19,776 +5%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$23.6M -$1.02M -18,038 -4%
AAS
86
Avantax Advisory Services
Texas
$23.4M -$3.62M -63,935 -14%
MPW
87
MA Private Wealth
California
$22.9M -$199K -3,516 -0.9%
EWA
88
Exencial Wealth Advisors
Oklahoma
$22.6M -$108K -1,906 -0.5%
CP
89
Covenant Partners
Tennessee
$22.5M -$9.32M -164,831 -30%
CSP
90
Cary Street Partners
Virginia
$22.4M +$967K +17,093 +4%
KPWS
91
Kestra Private Wealth Services
Texas
$22.2M -$156K -2,763 -0.7%
FPAS
92
Focus Partners Advisor Solutions
Missouri
$21.8M -$255K -4,510 -1%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$21.6M +$8.87M +156,714 +75%
ECM
94
Elgethun Capital Management
South Dakota
$21.2M +$3.01M +53,229 +17%
SW
95
SteelPeak Wealth
California
$19.9M -$1.73M -30,507 -8%
SHJ
96
Sharkey, Howes & Javer
Colorado
$19.8M -$6.1M -107,906 -24%
ACA
97
Affinity Capital Advisors
California
$19.7M +$1.83M +32,393 +10%
KAS
98
Kestra Advisory Services
Texas
$19.7M -$7.59M -134,206 -29%
FA
99
Fountainhead AM
New Jersey
$19.4M +$508K +8,983 +3%
SHIM
100
Stone House Investment Management
Pennsylvania
$19.3M -$795K -14,051 -4%

EFV Hedge Fund Activity: Q1 2025 in Review

1,010 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2025, worth a combined $18B — down 6.5% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EFV positions and 57 closed out — a net gain of 26 holders — while 272 added to existing stakes and 497 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $190M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.54B sold.

  • 1,010 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2025, down from 1,011 in Q4 2024.
  • Funds reported $18B of iShares MSCI EAFE Value ETF stock for Q1 2025, down 6.5% quarter-over-quarter.
  • 83 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2025 and 57 closed out, a net change of +26 holders.
  • The largest iShares MSCI EAFE Value ETF buyer in Q1 2025 was Hamilton Capital, an estimated $190M added.
  • The largest iShares MSCI EAFE Value ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $1.54B sold.

Based on aggregated 13F filings for Q1 2025.