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iShares MSCI EAFE Value ETF

1,096 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 343 increasing their positions, 437 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: 343 | Existing positions reduced: 437

Holders
1,096
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
KWM
226
Kingsview Wealth Management
Oregon
$8.58M
SWM
227
SigFig Wealth Management
California
$8.54M
LWM
228
Liberty Wealth Management
California
$8.53M
Northern Trust
229
Northern Trust
Illinois
$8.53M
SWM
230
Spire Wealth Management
Virginia
$8.35M
EPW
231
Endeavor Private Wealth
Kansas
$8.31M
CFD
232
Creative Financial Designs
Indiana
$8.28M
1SB
233
1ST Source Bank
Indiana
$8.2M
VOYA Investment Management
234
VOYA Investment Management
Georgia
$8.19M
VPP
235
Vertex Planning Partners
Illinois
$8.15M
SPAS
236
Spectrum Planning & Advisory Services
California
$8.1M
PS
237
Principal Securities
Iowa
$8.09M
NEWAS
238
N.E.W. Advisory Services
Wisconsin
$7.94M
CA
239
CoreCap Advisors
Michigan
$7.93M
HWM
240
Hobbs Wealth Management
Indiana
$7.91M
LWA
241
Lifelong Wealth Advisors
Minnesota
$7.87M
TVM
242
True Vision MN
Minnesota
$7.81M
CA
243
Capital Advantage
California
$7.67M
BMWS
244
Brady Martz Wealth Solutions
North Dakota
$7.67M
HBS
245
Howard Bailey Securities
Indiana
$7.64M
LAM
246
L2 Asset Management
Massachusetts
$7.6M
NSIM
247
North Star Investment Management
Illinois
$7.58M
SWP
248
ShoreHaven Wealth Partners
New Jersey
$7.56M
CIS
249
Custom Index Systems
New York
$7.5M
QPWM
250
Quadrant Private Wealth Management
Pennsylvania
$7.46M