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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
MWM
301
McNaughton Wealth Management
California
$5.5M
WA
302
Wealth Architects
California
$5.45M
TWM
303
Tradition Wealth Management
Minnesota
$5.41M
BBA
304
Braun-Bostich & Associates
Pennsylvania
$5.4M
USCWA
305
U.S. Capital Wealth Advisors
Texas
$5.37M
IA
306
IFP Advisors
Florida
$5.34M
1WA
307
180 Wealth Advisors
Washington
$5.28M
RT
308
Rockland Trust
Massachusetts
$5.26M
EWA
309
Elevate Wealth Advisory
Georgia
$5.25M
CWP
310
Corepath Wealth Partners
Arizona
$5.24M
MCA
311
Maryland Capital Advisors
Maryland
$5.22M
UAS
312
United Asset Strategies
New York
$5.19M
CC
313
Copperleaf Capital
North Carolina
$5.18M
NFW
314
Noble Family Wealth
Florida
$5.12M
EH
315
Equitable Holdings
New York
$5.07M
WEG
316
World Equity Group
Illinois
$5.05M
VCP
317
Verus Capital Partners
Arizona
$5.05M
RP
318
Riverwater Partners
Wisconsin
$4.9M
GWP
319
Gateway Wealth Partners
Wisconsin
$4.85M
EA
320
Efficient Advisors
Ohio
$4.83M
CFO
321
Collective Family Office
Pennsylvania
$4.81M
EFG
322
Ehrlich Financial Group
California
$4.79M
BWMG
323
Barnes Wealth Management Group
California
$4.76M
ZF
324
Zhang Financial
Michigan
$4.75M
GWM
325
Geneos Wealth Management
Colorado
$4.73M