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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
CA
976
Crewe Advisors
Utah
$28.5K +$27.5K +449 New
S
977
SignatureFD
Georgia
$28.5K +$2.51K +41 +10%
RCM
978
Richardson Capital Management
Wisconsin
$27.7K +$612 +10 +2%
SRCM
979
Signature Resources Capital Management
California
$26K -$734 -12 -3%
LB
980
Legacy Bridge
Iowa
$25.4K -$7.65K -125 -24%
AWM
981
Abound Wealth Management
Tennessee
$25K -$56.1K -917 -70%
AP
982
Atwood & Palmer
Missouri
$24.9K +$24K +392 New
CFO
983
CVA Family Office
Colorado
$24.4K +$551 +9 +2%
OC
984
Oakworth Capital
Alabama
$24K
BLC
985
Brown, Lisle/Cummings
Rhode Island
$23K
FFL
986
Financial Freedom LLC
Ohio
$20.9K
CAM
987
Chesapeake Asset Management
New York
$20.6K
CT
988
Caldwell Trust
Florida
$20.6K
TFA
989
Toth Financial Advisory
Virginia
$19.4K
EB
990
Eastern Bank
Massachusetts
$19.3K +$12.6K +206 +210%
Kayne Anderson Rudnick Investment Management
991
Kayne Anderson Rudnick Investment Management
California
$19.2K
OIA
992
Optimum Investment Advisors
Illinois
$19.1K
HC
993
Hurley Capital
New York
$19K
HAP
994
Harbor Asset Planning
Massachusetts
$18.4K +$17.7K +289 New
FG
995
Fairman Group
Pennsylvania
$18.2K +$9.73K +159 +124%
BBPWM
996
Blue Bell Private Wealth Management
Pennsylvania
$18K
CFS
997
CGC Financial Services
Oregon
$17.8K
CT
998
Clearstead Trust
Maine
$16.1K
EWM
999
EPG Wealth Management
Georgia
$15.6K
AW
1000
Avion Wealth
Texas
$15K +$367 +6 +3%

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.