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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
HI
401
Harbour Investments
Wisconsin
$2.98M
BWCS
402
Beirne Wealth Consulting Services
Connecticut
$2.96M
IIC
403
Ironwood Investment Counsel
Arizona
$2.95M
SCM
404
SCS Capital Management
Massachusetts
$2.87M
SWM
405
Sterling Wealth Management
Illinois
$2.87M
SFS
406
Summit Financial Strategies
Ohio
$2.87M
D
407
Dentgroup
Louisiana
$2.86M
CWP
408
Cyndeo Wealth Partners
Florida
$2.85M
WQ
409
Wealth Quarterback
New Jersey
$2.82M
CRI
410
Commonwealth Retirement Investments
Virginia
$2.82M
O3W
411
Omni 360 Wealth
New Jersey
$2.8M
RW
412
Ridgeline Wealth
Arizona
$2.8M
HNB
413
Huntington National Bank
Ohio
$2.73M
BAM
414
Belpointe Asset Management
Nevada
$2.73M
FCA
415
Fortis Capital Advisors
Kansas
$2.73M
JWCA
416
J.W. Cole Advisors
Florida
$2.71M
ICP
417
Interchange Capital Partners
Pennsylvania
$2.66M
SFS
418
Sowell Financial Services
Arkansas
$2.61M
CWA
419
Clearview Wealth Advisors
Oregon
$2.6M
HF
420
HRT Financial
New York
$2.58M
WP
421
WealthPLAN Partners
Nebraska
$2.57M
RWP
422
Revolve Wealth Partners
New Jersey
$2.55M
FAIM
423
Financial Advocates Investment Management
Washington
$2.53M
SAW
424
Signal Advisors Wealth
Michigan
$2.53M
CCFM
425
Clear Creek Financial Management
Washington
$2.51M