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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
MBFW
1051
Morton Brown Family Wealth
Pennsylvania
$2.29K
PFA
1052
Pillar Financial Advisors
Kentucky
$2.22K
RF
1053
Roxbury Financial
New Jersey
$2.21K +$2.14K +35 New
CAL
1054
Capital Advisors Ltd
Ohio
$2K +$1.9K +31 New
M
1055
MOTCO
Texas
$1.84K
DWM
1056
Darwin Wealth Management
Florida
$1.78K +$1.71K +28 New
FDW
1057
Fourth Dimension Wealth
Ohio
$1.73K
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$1.39K +$61 +1 +5%
SWIM
1059
Smallwood Wealth Investment Management
New Jersey
$1.33K
BSB
1060
Bangor Savings Bank
Maine
$1.02K
WWM
1061
Wolff Wiese Magana
California
$953
TRCT
1062
Tower Research Capital (TRC)
New York
$952 -$63.8K -1,043 -99%
FW
1063
Fairway Wealth
Ohio
$635
T
1064
Tidemark
California
$611 +$61 +1 +11%
FRA
1065
Front Row Advisors
California
$508
DWM
1066
Dogwood Wealth Management
Kansas
$445 +$428 +7 New
RIA
1067
Realta Investment Advisors
Delaware
$21 -$7.95K -130 Closed
FTUS
1068
Flow Traders U.S.
New York
-$191M -3,239,920 Closed
JHU
1069
Johns Hopkins University
Maryland
-$107M -1,822,252 Closed
OMC
1070
Old Mission Capital
Illinois
-$92.9M -1,576,729 Closed
Jane Street
1071
Jane Street
New York
-$12.4M -202,527 Closed
SA
1072
Scarborough Advisors
Maryland
-$11.8M -200,561 Closed
Renaissance Technologies
1073
Renaissance Technologies
New York
-$9.24M -156,700 Closed
FEG
1074
Fund Evaluation Group
Ohio
-$7.62M -129,215 Closed
RWP
1075
RWA Wealth Partners
Massachusetts
-$4.54M -77,016 Closed

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.