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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
TWP
151
Triad Wealth Partners
Kansas
$15.5M +$6.09M +99,588 +69%
LRWA
152
Long Run Wealth Advisors
New York
$15.3M +$219K +3,586 +2%
FA
153
Fiducient Advisors
Illinois
$15.2M +$14.6M +238,902 New
STA
154
Summit Trail Advisors
New York
$15.1M +$14.6M +238,137 New
SXL
155
Summit X LLC
Missouri
$15.1M +$3.4M +55,612 +31%
AR
156
Apeiron RIA
Texas
$14.9M +$4.8M +78,420 +50%
HWM
157
HighMark Wealth Management
Minnesota
$14.8M -$939K -15,344 -6%
Corient Private Wealth
158
Corient Private Wealth
Florida
$14.7M -$204K -3,326 -1%
FLA
159
Financial Life Advisors
Texas
$14.6M +$286K +4,670 +2%
VCA
160
Verdence Capital Advisors
Maryland
$14.6M +$966K +15,781 +7%
JIC
161
Johnson Investment Counsel
Ohio
$14.6M +$1.65M +27,027 +13%
FHA
162
First Horizon Advisors
Tennessee
$14.4M +$4.25M +69,440 +44%
BCM
163
Brookstone Capital Management
Illinois
$14.4M +$4.88M +79,731 +54%
WPW
164
Watershed Private Wealth
Illinois
$14.4M +$2.75M +44,871 +25%
TWM
165
TSA Wealth Management
Texas
$14.2M +$3.31M +54,072 +32%
SFA
166
Sequoia Financial Advisors
Ohio
$13.9M -$6.06M -99,051 -31%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$13.9M -$1.91M -31,190 -12%
RIA
168
Regal Investment Advisors
Michigan
$13.7M +$4.49M +73,387 +51%
WP
169
WealthShield Partners
North Carolina
$13.5M +$4.24M +69,258 +48%
Comerica Bank
170
Comerica Bank
Texas
$13.4M +$3.48M +56,891 +37%
PCG
171
Prosperity Consulting Group
Maryland
$13.4M +$520K +8,501 +4%
ABC
172
Associated Banc-Corp
Wisconsin
$13.4M +$1.85M +30,254 +17%
Creative Planning
173
Creative Planning
Kansas
$13.3M -$195K -3,187 -1%
EL
174
EQ LLC
Washington
$13M +$4.86M +79,444 +63%
AssetMark Inc
175
AssetMark Inc
California
$12.9M +$5.53M +90,442 +80%

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.