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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
KCM
251
Kathmere Capital Management
Pennsylvania
$7.32M
GWP
252
Gen-Wealth Partners
Michigan
$7.25M
SNWA
253
Siligmueller & Norvid Wealth Advisors
Illinois
$7.23M
WWA
254
WCG Wealth Advisors
Nevada
$7.21M
VA
255
VestGen Advisors
Illinois
$7.19M
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$7.15M
CFO
257
Callan Family Office
Pennsylvania
$7.12M
CC
258
Courier Capital
New York
$7.11M
ACM
259
Ascent Capital Management
Oregon
$7.09M
LSA
260
Lansing Street Advisors
Pennsylvania
$7.09M
GIM
261
Glenmede Investment Management
Pennsylvania
$7.08M
SCM
262
SOL Capital Management
Maryland
$7.01M
PFS
263
Prospera Financial Services
Texas
$7.01M
APP
264
Avantax Planning Partners
Iowa
$6.96M
OWCM
265
One Wealth Capital Management
Arizona
$6.85M
SVWG
266
Shared Vision Wealth Group
United States
$6.8M
WFPG
267
Waller Financial Planning Group
Ohio
$6.71M
TPWA
268
Twin Peaks Wealth Advisors
California
$6.67M
NP
269
NorthRock Partners
Minnesota
$6.64M
MWM
270
Modern Wealth Management
Kansas
$6.61M
PA
271
PFG Advisors
Arizona
$6.61M
SFA
272
Seneca Financial Advisors
New York
$6.6M
SWM
273
Scissortail Wealth Management
Oklahoma
$6.55M
SHF
274
Stage Harbor Financial
Massachusetts
$6.42M
BBWP
275
Beacon Bridge Wealth Partners
Pennsylvania
$6.4M