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iShares MSCI EAFE Value ETF

1,227 hedge funds and large institutions have $24.5B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 431 increasing their positions, 431 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$751M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.9M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBS
226
Howard Bailey Securities
Indiana
$10.2M
BFPW
227
BOK Financial Private Wealth
Colorado
$10.2M
DWM
228
Diversify Wealth Management
Utah
$10.2M
CIA
229
Concurrent Investment Advisors
Florida
$10M
NEWAS
230
N.E.W. Advisory Services
Wisconsin
$9.95M
WWA
231
WCG Wealth Advisors
Nevada
$9.94M
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$9.91M
CB
233
Commerce Bank
Missouri
$9.88M
AF
234
Allworth Financial
California
$9.87M
LWM
235
Liberty Wealth Management
California
$9.62M
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$9.58M
CFD
237
Creative Financial Designs
Indiana
$9.57M
MWM
238
Modern Wealth Management
Kansas
$9.42M
MCM
239
M1 Capital Management
Michigan
$9.41M
C1AG
240
Client 1st Advisory Group
Florida
$9.36M
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.31M
Northern Trust
242
Northern Trust
Illinois
$9.23M
CL
243
Choreo LLC
Illinois
$8.9M
SWM
244
Spire Wealth Management
Virginia
$8.83M
CA
245
CoreCap Advisors
Michigan
$8.82M
UW
246
Unique Wealth
Florida
$8.82M
AC
247
Apella Capital
Connecticut
$8.72M
FTWA
248
Fifth Third Wealth Advisors
Ohio
$8.68M
MFA
249
Mayflower Financial Advisors
Massachusetts
$8.59M
CAL
250
Capital Analysts LLC
Pennsylvania
$8.5M