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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
PSFG
1026
Park Square Financial Group
Georgia
$5.97K
SN
1027
Sittner & Nelson
Oregon
$5.33K
JHCP
1028
Jackson Hole Capital Partners
Oklahoma
$4.57K
AF
1029
Alerus Financial
North Dakota
$4.38K +$4.22K +69 New
IWP
1030
IAG Wealth Partners
Wisconsin
$4.25K
CSC
1031
Caldwell Sutter Capital
California
$4.13K
HWA
1032
HHM Wealth Advisors
Tennessee
$3.81K
1IA
1033
1620 Investment Advisors
Massachusetts
$3.81K +$612 +10 +20%
CHC
1034
City Holding Co
West Virginia
$3.81K
NMG
1035
New Millennium Group
Utah
$3.75K -$4.41K -72 -55%
RWA
1036
Redmont Wealth Advisors
Illinois
$3.49K
BDPWM
1037
Barnes Dennig Private Wealth Management
Ohio
$3.24K
MFC
1038
Morris Financial Concepts
South Carolina
$3.17K
HC
1039
Hoese & Co
Minnesota
$3.05K
BC
1040
Barrett & Company
Rhode Island
$2.98K
DFA
1041
DHJJ Financial Advisors
Illinois
$2.98K
AWM
1042
AllSquare Wealth Management
New York
$2.86K
MAFA
1043
MJT & Associates Financial Advisory
Minnesota
$2.79K
FCT
1044
First Community Trust
Iowa
$2.79K +$2.69K +44 New
OHWP
1045
Oak Harbor Wealth Partners
North Carolina
$2.79K +$2.69K +44 New
RA
1046
Rise Advisors
New York
$2.79K +$2.69K +44 New
BFS
1047
Burkett Financial Services
South Carolina
$2.69K +$61 +1 +2%
CWP
1048
Concord Wealth Partners
Virginia
$2.67K -$20.4K -334 -89%
NC
1049
North Capital
Utah
$2.58K +$61 +1 +3%
ME
1050
McIlrath & Eck
Washington
$2.54K

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.