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iShares MSCI EAFE Value ETF

1,089 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, 341 increasing their positions, 433 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)

21% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 433

Holders
1,089
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
SCM
401
SCS Capital Management
Massachusetts
$2.87M
SWM
402
Sterling Wealth Management
Illinois
$2.87M
SFS
403
Summit Financial Strategies
Ohio
$2.87M
D
404
Dentgroup
Louisiana
$2.86M
CWP
405
Cyndeo Wealth Partners
Florida
$2.85M
WQ
406
Wealth Quarterback
New Jersey
$2.82M
CRI
407
Commonwealth Retirement Investments
Virginia
$2.82M
O3W
408
Omni 360 Wealth
New Jersey
$2.8M
RW
409
Ridgeline Wealth
Arizona
$2.8M
HNB
410
Huntington National Bank
Ohio
$2.73M
BAM
411
Belpointe Asset Management
Nevada
$2.73M
FCA
412
Fortis Capital Advisors
Kansas
$2.73M
JWCA
413
J.W. Cole Advisors
Florida
$2.71M
ICP
414
Interchange Capital Partners
Pennsylvania
$2.66M
SFS
415
Sowell Financial Services
Arkansas
$2.61M
CWA
416
Clearview Wealth Advisors
Oregon
$2.6M
HF
417
HRT Financial
New York
$2.58M
WP
418
WealthPLAN Partners
Nebraska
$2.57M
RWP
419
Revolve Wealth Partners
New Jersey
$2.55M
FAIM
420
Financial Advocates Investment Management
Washington
$2.53M
SAW
421
Signal Advisors Wealth
Michigan
$2.53M
CCFM
422
Clear Creek Financial Management
Washington
$2.51M
PG
423
Patten Group
Tennessee
$2.49M
FHC
424
First Heartland Consultants
Missouri
$2.47M
WFS
425
WealthGarden F.S.
California
$2.46M