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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$19.6M -$1.22M -19,879 -6%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$19.5M +$6.23M +101,745 +49%
KWM
128
Keebeck Wealth Management
Illinois
$19.4M +$2.57M +42,033 +16%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$19.2M -$1.18M -19,229 -6%
PFG
130
PAX Financial Group
Texas
$18.7M +$5.13M +83,778 +40%
CWS
131
Cypress Wealth Services
California
$18.7M +$5.7M +93,176 +46%
KPWS
132
Kestra Private Wealth Services
Texas
$18.2M -$5.57M -91,079 -24%
TF
133
Trek Financial
Arizona
$18M +$5.86M +95,834 +51%
AQR Capital Management
134
AQR Capital Management
Connecticut
$17.9M +$427K +6,979 +3%
SFS
135
Security Financial Services
Indiana
$17.8M +$5.87M +95,857 +52%
GT
136
Greenleaf Trust
Michigan
$17.6M -$648K -10,598 -4%
CCA
137
Checchi Capital Advisers
California
$17.6M -$1.47M -24,075 -8%
OAP
138
One Advisory Partners
Kansas
$17.6M +$6.21M +101,525 +62%
P
139
&Partners
Tennessee
$17.3M +$6.36M +103,925 +62%
FWP
140
FAS Wealth Partners
Kansas
$17.2M +$377K +6,167 +2%
KG
141
Kilter Group
New York
$17.1M +$6.85M +111,934 +71%
WAM
142
Wakefield Asset Management
Colorado
$16.8M -$208K -3,400 -1%
SPIA
143
Steward Partners Investment Advisory
New York
$16.4M +$3.9M +63,795 +33%
I
144
INVST
Indiana
$16.4M +$6.81M +111,232 +76%
MW
145
Maia Wealth
Colorado
$16.3M +$3.13M +51,081 +25%
LI
146
LifeWealth Investments
Florida
$16.1M +$1.73M +28,343 +13%
PL
147
Plancorp LLC
Missouri
$16M -$1.12M -18,247 -7%
SL
148
Sentinus LLC
Illinois
$15.8M +$6.07M +99,260 +66%
AI
149
Accredited Investors
Minnesota
$15.7M -$294K -4,802 -2%
SL
150
SWMG LLC
Texas
$15.6M +$8.12M +132,737 +121%

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.