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iShares MSCI EAFE Value ETF

1,227 hedge funds and large institutions have $24.5B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 431 increasing their positions, 431 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$751M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.9M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
401
Signet Financial Management
New Jersey
$3.52M
DWS
402
Dynamic Wealth Strategies
California
$3.51M
RA
403
RFG Advisory
Alabama
$3.45M
SFG
404
Sage Financial Group
Pennsylvania
$3.42M
BWM
405
BlackDiamond Wealth Management
New York
$3.38M
RW
406
Regimen Wealth
Georgia
$3.36M
SFA
407
Salus Financial Advisors
Colorado
$3.32M
MCCA
408
Mill Creek Capital Advisors
Pennsylvania
$3.31M
WQ
409
Wealth Quarterback
New Jersey
$3.31M
Susquehanna International Group
410
Susquehanna International Group
Pennsylvania
$3.3M
WF
411
Warner Financial
Maryland
$3.3M
BIG
412
Brookwood Investment Group
Arizona
$3.3M
OFO
413
OneAscent Family Office
Alabama
$3.28M
KFI
414
Key Financial Inc
Pennsylvania
$3.28M
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$3.24M
WF
416
WealthPoint Financial
North Carolina
$3.23M
BWA
417
Beam Wealth Advisors
Louisiana
$3.23M
NW
418
NewEdge Wealth
Pennsylvania
$3.23M
CA
419
Chatterton & Associates
California
$3.21M
BFS
420
BridgePort Financial Solutions
Iowa
$3.19M
BIG
421
Bush Investment Group
Georgia
$3.17M
BWCS
422
Beirne Wealth Consulting Services
Connecticut
$3.17M
IFS
423
Ifrah Financial Services
Arkansas
$3.1M
CA
424
Claro Advisors
Massachusetts
$3.09M
KWM
425
Kingsview Wealth Management
Oregon
$3.08M