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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
SW
76
SteelPeak Wealth
California
$32.9M +$11.1M +180,752 +54%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$32.8M +$1.13M +18,439 +4%
SHIM
78
Stone House Investment Management
Pennsylvania
$32.6M +$11.4M +186,253 +57%
KAS
79
Kestra Advisory Services
Texas
$32.4M +$10.8M +176,788 +53%
PLFA
80
Pacific Life Fund Advisors
California
$32.4M -$24.9M -406,734 -44%
WA
81
Waverly Advisors
Alabama
$31.8M -$750K -12,253 -2%
OWA
82
Octavia Wealth Advisors
Ohio
$31.7M +$4.29M +70,035 +16%
Goldman Sachs
83
Goldman Sachs
New York
$30.9M +$1.84M +30,071 +7%
WWG
84
West Wealth Group
California
$30.1M +$8.62M +140,880 +43%
BCI
85
Brinker Capital Investments
Pennsylvania
$29.2M +$12.7M +207,913 +82%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$28.9M +$5.37M +87,697 +24%
HighTower Advisors
87
HighTower Advisors
Illinois
$28.9M +$498K +8,143 +2%
HFA
88
High Falls Advisors
New York
$27.9M +$8.15M +133,161 +44%
HGWM
89
Horst & Graben Wealth Management
Oregon
$27.6M +$7.47M +122,044 +39%
IWC
90
Integrated Wealth Concepts
Massachusetts
$27.5M +$7M +114,345 +36%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$27.5M -$1.33M -21,800 -5%
IWM
92
IHT Wealth Management
Illinois
$27.3M +$6.99M +114,196 +36%
LFG
93
Larson Financial Group
Missouri
$27.3M -$20.3M -332,343 -44%
CSP
94
Cary Street Partners
Virginia
$27.2M +$2.95M +48,285 +12%
SB
95
Strategic Blueprint
Georgia
$25.8M +$6.24M +101,969 +33%
SP
96
Stonebrook Private
Michigan
$25.3M +$9.85M +161,059 +68%
CIAS
97
CFS Investment Advisory Services
New Jersey
$25.1M +$7.47M +122,043 +45%
MPW
98
MA Private Wealth
California
$25M +$314K +5,138 +1%
CSWG
99
Cardinal Strategic Wealth Guidance
Kentucky
$24.9M +$4.06M +66,411 +20%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$24.8M -$523K -8,553 -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.