iShares MSCI EAFE Value ETF
1,253 hedge funds and large institutions have $20.8B invested in iShares MSCI EAFE Value ETF in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 379 increasing their positions, 554 reducing their positions, and 96 closing their positions.
9% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 96
1% less funds holding
Funds holding: 1,267 → 1,253 (-14)
2.59% less ownership
Funds ownership: 89.9% → 87.3% (-2.6%)
19% less capital invested
Capital invested by funds: $25.7B → $20.8B (-$4.9B)
32% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 554
41% less funds holding in top 10
Funds holding in top 10: 103 → 61 (-42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
+$96.6M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$91.1M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$77.7M |
| 4 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$54M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.12B |
| 2 |
LPL Financial
San Diego,
California
|
-$569M |
| 3 |
Morgan Stanley
New York
|
-$212M |
| 4 |
JP Morgan Chase
New York
|
-$200M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$190M |
EFV Hedge Fund Activity: Q2 2026 in Review
1,253 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q2 2026, worth a combined $20.8B — down 19% from $25.7B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new EFV positions and 96 closed out — a net gain of 9 holders — while 379 added to existing stakes and 554 trimmed.
The largest buyer was Hackensack Meridian Health, adding an estimated $96.6M. The largest seller was Envestnet Asset Management, cutting an estimated $2.12B.
- 1,253 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q2 2026, down from 1,267 in Q1 2026.
- Funds reported $20.8B of iShares MSCI EAFE Value ETF stock for Q2 2026, down 19% quarter-over-quarter.
- 105 funds opened new iShares MSCI EAFE Value ETF positions in Q2 2026 and 96 closed out, a net change of +9 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q2 2026 was Hackensack Meridian Health, an estimated $96.6M added.
- The largest iShares MSCI EAFE Value ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $2.12B sold.
Based on aggregated 13F filings for Q2 2026.