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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B +$1.43B +23,376,524 +50%
LPL Financial
2
LPL Financial
California
$1.44B +$468M +7,646,102 +51%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.41B +$55.4M +905,956 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1B +$215M +3,518,683 +29%
US Bancorp
5
US Bancorp
Minnesota
$864M +$33.1M +540,216 +4%
Morgan Stanley
6
Morgan Stanley
New York
$761M +$182M +2,968,077 +33%
Bank of America
7
Bank of America
North Carolina
$617M +$61.2M +999,564 +11%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$569M +$107M +1,743,904 +24%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$535M -$85.5M -1,397,828 -14%
PAS
10
Park Avenue Securities
New York
$459M +$134M +2,194,643 +44%
BlackRock
11
BlackRock
New York
$455M +$129M +2,106,933 +42%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$403M +$106M +1,725,475 +37%
MML Investors Services
13
MML Investors Services
Massachusetts
$361M +$142M +2,316,220 +69%
Ameriprise
14
Ameriprise
Minnesota
$335M +$74.8M +1,222,406 +30%
AllianceBernstein
15
AllianceBernstein
Tennessee
$323M +$1.93M +31,570 +0.6%
AOI
16
Auto-Owners Insurance
Michigan
$252M +$181M +2,964,000 +297%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$245M +$66.5M +1,086,486 +39%
HC
18
Hamilton Capital
Ohio
$217M +$3.79M +61,905 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$216M +$924K +15,108 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$212M +$55.2M +902,001 +37%
UBS Group
21
UBS Group
Switzerland
$186M +$4.36M +71,279 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$185M +$59.7M +975,865 +50%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$169M +$5.02M +81,973 +3%
Wells Fargo
24
Wells Fargo
California
$162M +$16.8M +274,925 +12%
NA
25
NewEdge Advisors
Louisiana
$160M +$53M +865,488 +52%

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.