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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
BHWM
176
Bay Harbor Wealth Management
Maryland
$12.9M +$4.1M +66,993 +49%
ASN
177
Advisory Services Network
Georgia
$12.6M +$3.82M +62,361 +46%
MGWM
178
Marks Group Wealth Management
Minnesota
$12.6M +$3.86M +63,038 +46%
Cerity Partners
179
Cerity Partners
New York
$12.6M +$1.17M +19,126 +11%
SCA
180
Snowden Capital Advisors
New York
$12.5M +$4.34M +70,949 +56%
QC
181
Quent Capital
New York
$12.4M -$410K -6,708 -3%
GRP
182
Global Retirement Partners
California
$12.1M +$11.7M +191,292 New
MGIA
183
Moneta Group Investment Advisors
Missouri
$11.8M +$2.04M +33,373 +22%
ACA
184
Aptus Capital Advisors
Alabama
$11.8M +$259K +4,241 +2%
SA
185
Sovran Advisors
California
$11.7M +$3.63M +59,394 +47%
BAAM
186
Baker Avenue Asset Management
California
$11.6M +$146K +2,383 +1%
LWA
187
Lineweaver Wealth Advisors
Ohio
$11.2M -$6.49M -106,096 -38%
Franklin Resources
188
Franklin Resources
California
$11.1M +$9.21M +150,481 +604%
FFN
189
Focus Financial Network
Minnesota
$10.9M +$3.03M +49,499 +40%
RFA
190
RTD Financial Advisors
Pennsylvania
$10.8M -$110K -1,798 -1%
SWP
191
ShoreHaven Wealth Partners
New Jersey
$10.6M +$3.8M +62,174 +59%
BW
192
BIP Wealth
Georgia
$10.6M -$539K -8,810 -5%
MWP
193
Meridian Wealth Partners
Pennsylvania
$10.6M +$15.5K +254 +0.2%
William Blair & Company
194
William Blair & Company
Illinois
$10.5M +$2.31M +37,824 +30%
OCM
195
One Capital Management
California
$10.4M -$6.97M -113,863 -41%
GWANC
196
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4M +$349K +5,703 +4%
HWM
197
Hobbs Wealth Management
Indiana
$10.4M +$4.1M +66,940 +69%
VPP
198
Vertex Planning Partners
Illinois
$10.3M +$3.75M +61,334 +60%
CAM
199
Cobblestone Asset Management
Virginia
$10.3M +$2.92M +47,702 +42%
MFA
200
Mayflower Financial Advisors
Massachusetts
$10.1M +$3.17M +51,854 +48%

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.