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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
PWA
101
Physician Wealth Advisors
Utah
$24.4M +$8.39M +137,106 +56%
ECM
102
Elgethun Capital Management
South Dakota
$24.4M +$1.5M +24,586 +7%
EWA
103
Exencial Wealth Advisors
Oklahoma
$24.1M -$269K -4,402 -1%
FFA
104
Farther Finance Advisors
California
$23.9M -$2.23M -36,384 -9%
FPAS
105
Focus Partners Advisor Solutions
Missouri
$23.9M +$438K +7,164 +2%
CP
106
Covenant Partners
Tennessee
$23.8M -$428K -6,997 -2%
AWS
107
Atria Wealth Solutions
New York
$23.2M -$11.2M -182,885 -33%
ACA
108
Affinity Capital Advisors
California
$22.9M +$765K +12,506 +4%
OWA
109
One Wealth Advisors
California
$22.4M +$6.25M +102,204 +41%
Charles Schwab
110
Charles Schwab
California
$22.3M +$6.25M +102,142 +41%
FA
111
Fountainhead AM
New Jersey
$22.3M +$1.34M +21,911 +7%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$21.9M +$8.58M +140,213 +69%
WA
113
Wealth Alliance
New York
$21.8M +$5.51M +89,993 +35%
PAG
114
Private Advisor Group
New Jersey
$21.4M +$5.93M +96,933 +40%
BTI
115
Blue Trust Inc
Georgia
$21.3M +$6.25M +102,183 +44%
BGAI
116
Bruce G. Allen Investments
Colorado
$21.3M +$566K +9,244 +3%
KFS
117
Kelly Financial Services
Massachusetts
$21.2M +$6.04M +98,782 +42%
PFA
118
Pettinga Financial Advisors
Indiana
$21.1M +$9.59M +156,812 +89%
AWA
119
Arete Wealth Advisors
Illinois
$20.3M +$851K +13,909 +5%
PWM
120
Perigon Wealth Management
California
$20.3M +$6.25M +102,174 +47%
VU
121
Valence8 US
Massachusetts
$20.2M -$6.01M -98,198 -24%
RSWM
122
Robertson Stephens Wealth Management
California
$20.2M +$4.34K +71 +0%
BF
123
BOK Financial
Oklahoma
$20.1M -$468K -7,643 -2%
SW
124
Simplicity Wealth
New Jersey
$20.1M +$10.5M +171,110 +117%
SWM
125
Shakespeare Wealth Management
Wisconsin
$20M +$679K +11,095 +4%

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.