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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 44 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
WWA
251
WCG Wealth Advisors
Nevada
$7.21M
VA
252
VestGen Advisors
Illinois
$7.19M
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$7.15M
CFO
254
Callan Family Office
Pennsylvania
$7.12M
CC
255
Courier Capital
New York
$7.11M
ACM
256
Ascent Capital Management
Oregon
$7.09M
LSA
257
Lansing Street Advisors
Pennsylvania
$7.09M
GIM
258
Glenmede Investment Management
Pennsylvania
$7.08M
SCM
259
SOL Capital Management
Maryland
$7.01M
PFS
260
Prospera Financial Services
Texas
$7.01M
APP
261
Avantax Planning Partners
Iowa
$6.96M
OWCM
262
One Wealth Capital Management
Arizona
$6.85M
SVWG
263
Shared Vision Wealth Group
United States
$6.8M
WFPG
264
Waller Financial Planning Group
Ohio
$6.71M
TPWA
265
Twin Peaks Wealth Advisors
California
$6.67M
NP
266
NorthRock Partners
Minnesota
$6.64M
MWM
267
Modern Wealth Management
Kansas
$6.61M
PA
268
PFG Advisors
Arizona
$6.61M
SFA
269
Seneca Financial Advisors
New York
$6.6M
SWM
270
Scissortail Wealth Management
Oklahoma
$6.55M
SHF
271
Stage Harbor Financial
Massachusetts
$6.42M
BBWP
272
Beacon Bridge Wealth Partners
Pennsylvania
$6.4M
DWT
273
Dorsey & Whitney Trust
South Dakota
$6.39M
KOC
274
Koss-Olinger Consulting
Florida
$6.38M
MBT
275
Montecito Bank & Trust
California
$6.31M