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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
PA
1076
PFG Advisors
Arizona
-$4.2M -71,304 Closed
Millennium Management
1077
Millennium Management
New York
-$2.98M -50,493 Closed
ACP
1078
Aveo Capital Partners
Colorado
-$1.34M -21,804 Closed
RCS
1079
Retirement Capital Strategies
California
-$954K -16,188 Closed
CPP
1080
Capasso Planning Partners
South Carolina
-$778K -13,195 Closed
CCM
1081
Cullen Capital Management
New York
-$622K -10,558 Closed
TFF
1082
The Family Firm
Maryland
-$486K -8,253 Closed
NW
1083
Naviter Wealth
Arkansas
-$473K -7,956 Closed
LRWM
1084
Lord & Richards Wealth Management
Colorado
-$457K -7,749 Closed
PCS
1085
Personal CFO Solutions
New Jersey
-$323K -5,473 Closed
ES
1086
Eagle Strategies
New York
-$320K -5,429 Closed
WA
1087
Whipplewood Advisors
Colorado
-$3.48K -5,356 Closed
SWA
1088
Stratos Wealth Advisors
Ohio
-$278K -4,719 Closed
AA
1089
ABC Arbitrage
France
-$275K -4,673 Closed
PCIA
1090
Prime Capital Investment Advisors
Kansas
-$263K -4,465 Closed
WHCI
1091
W.H. Cornerstone Investments
Massachusetts
-$263K -4,457 Closed
FCI
1092
Financial Counselors Inc
Kansas
-$255K -4,328 Closed
VA
1093
Valmark Advisers
Ohio
-$236K -4,010 Closed
CMMS
1094
Comprehensive Money Management Services
Florida
-$207K -3,505 Closed
SQA
1095
Simon Quick Advisors
New Jersey
-$204K -3,456 Closed
QCG
1096
Quadrant Capital Group
Ohio
-$155K -2,625 Closed
LCM
1097
Logan Capital Management
Pennsylvania
-$135K -2,286 Closed
WT
1098
Washington Trust
Rhode Island
-$114K -1,932 Closed
CWC
1099
Carolinas Wealth Consulting
North Carolina
-$113K -1,909 Closed
PA
1100
PSI Advisors
Florida
-$44K -746 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.