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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
DWS
376
Dynamic Wealth Strategies
California
$3.31M
TPCW
377
TD Private Client Wealth
New York
$3.3M
SAM
378
Smartleaf Asset Management
Massachusetts
$3.3M
BOSSRA
379
B.O.S.S. Retirement Advisors
Utah
$3.28M
SFA
380
Salus Financial Advisors
Colorado
$3.25M
LIA
381
LifePlan Investment Advisors
North Carolina
$3.23M
BIG
382
Brookwood Investment Group
Arizona
$3.23M
CA
383
Claro Advisors
Massachusetts
$3.2M
AA
384
Advisory Alpha
Michigan
$3.18M
FW
385
FullCircle Wealth
Texas
$3.16M
DSA
386
Droms Strauss Advisors
Missouri
$3.15M
NS
387
NBC Securities
Alabama
$3.15M
SFG
388
Sage Financial Group
Pennsylvania
$3.15M
NW
389
NewEdge Wealth
Pennsylvania
$3.12M
RW
390
Regimen Wealth
Georgia
$3.12M
FFA
391
First Foundation Advisors
California
$3.11M
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$3.1M
AC
393
Addison Capital
Pennsylvania
$3.09M
BWA
394
BCU Wealth Advisors
Illinois
$3.06M
WF
395
Warner Financial
Maryland
$3.04M
PCA
396
Prosperity Capital Advisors
Ohio
$3.03M
BW
397
Blalock Williams
Alabama
$3.01M
IFS
398
Ifrah Financial Services
Arkansas
$3M
BWA
399
Beam Wealth Advisors
Louisiana
$2.99M
FHA
400
Flagship Harbor Advisors
Massachusetts
$2.99M