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iShares MSCI EAFE Value ETF

1,086 hedge funds and large institutions have $23.5B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 339 increasing their positions, 432 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 11597 (-18)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 432

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.9M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$123M
2 +$88.5M
3 +$83.3M
4
FTUS
Flow Traders U.S.
New York
+$76.9M
5
Ameriprise
Ameriprise
Minnesota
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
226
Northern Trust
Illinois
$8.53M
SWM
227
Spire Wealth Management
Virginia
$8.35M
EPW
228
Endeavor Private Wealth
Kansas
$8.31M
CFD
229
Creative Financial Designs
Indiana
$8.28M
1SB
230
1ST Source Bank
Indiana
$8.2M
VOYA Investment Management
231
VOYA Investment Management
Georgia
$8.19M
VPP
232
Vertex Planning Partners
Illinois
$8.15M
SPAS
233
Spectrum Planning & Advisory Services
California
$8.1M
PS
234
Principal Securities
Iowa
$8.09M
NEWAS
235
N.E.W. Advisory Services
Wisconsin
$7.94M
CA
236
CoreCap Advisors
Michigan
$7.93M
HWM
237
Hobbs Wealth Management
Indiana
$7.91M
LWA
238
Lifelong Wealth Advisors
Minnesota
$7.87M
TVM
239
True Vision MN
Minnesota
$7.81M
CA
240
Capital Advantage
California
$7.67M
BMWS
241
Brady Martz Wealth Solutions
North Dakota
$7.67M
HBS
242
Howard Bailey Securities
Indiana
$7.64M
LAM
243
L2 Asset Management
Massachusetts
$7.6M
NSIM
244
North Star Investment Management
Illinois
$7.58M
SWP
245
ShoreHaven Wealth Partners
New Jersey
$7.56M
CIS
246
Custom Index Systems
New York
$7.5M
QPWM
247
Quadrant Private Wealth Management
Pennsylvania
$7.46M
KCM
248
Kathmere Capital Management
Pennsylvania
$7.32M
GWP
249
Gen-Wealth Partners
Michigan
$7.25M
SNWA
250
Siligmueller & Norvid Wealth Advisors
Illinois
$7.23M