We are live on ! Find out more
EFV icon

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
MIM
1001
MTM Investment Management
South Carolina
$13.1K +$12.6K +206 New
HFS
1002
Hantz Financial Services
Michigan
$13K +$12.1K +198 New
AIC
1003
Archer Investment Corporation
Indiana
$12.8K -$2.02K -33 -14%
BBHC
1004
Brown Brothers Harriman & Co
New York
$12.4K -$43.1K -705 -78%
MMCM
1005
Murphy & Mullick Capital Management
New York
$12K -$30K -490 -72%
GWM
1006
Grand Wealth Management
Michigan
$11.3K
PAG
1007
Paladin Advisory Group
Iowa
$11.3K
RFA
1008
Reyes Financial Architecture
California
$11K
ST
1009
Smithfield Trust
Pennsylvania
$11K
EWM
1010
Evermay Wealth Management
Virginia
$10.1K
DWA
1011
Delos Wealth Advisors
Texas
$9.97K +$9.61K +157 New
AUB
1012
Atlantic Union Bankshares
Virginia
$9.78K +$9.42K +154 New
VWM
1013
Vermillion Wealth Management
Minnesota
$9.52K
BIG
1014
Brooklyn Investment Group
New York
$9.14K +$8.81K +144 New
WOSD
1015
WFA of San Diego
California
$8.7K +$8.38K +137 New
DF
1016
Dunhill Financial
United Kingdom
$8.49K +$122 +2 +2%
LC
1017
Luminist Capital
Michigan
$8.46K
TC
1018
Trust Company
Kansas
$8.13K
GEA
1019
Glen Eagle Advisors
New Jersey
$7.68K +$7.4K +121 New
MWA
1020
Medallion Wealth Advisors
Connecticut
$7.38K
IRC
1021
Investors Research Corp
Georgia
$7.36K
UB
1022
UMB Bank
Missouri
$6.79K -$1.9K -31 -22%
GJIA
1023
Glass Jacobson Investment Advisors
Maryland
$6.47K -$458K -7,483 -99%
CAWM
1024
Capital A Wealth Management
Pennsylvania
$6.46K -$9.63M -157,371 -100%
CMP
1025
Coston McIsaac & Partners
Maine
$6K

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.