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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
AWA
451
A4 Wealth Advisors
North Carolina
$2.1M
QCM
452
Quantinno Capital Management
New York
$2.06M
KWA
453
Kingswood Wealth Advisors
California
$2.05M
SFG
454
Sovereign Financial Group
Connecticut
$2.05M
NCM
455
Neumann Capital Management
California
$2.02M
EWA
456
Emergent Wealth Advisors
New York
$2M
BCWM
457
Ball & Co Wealth Management
Tennessee
$1.99M
BCG
458
Breakwater Capital Group
New Jersey
$1.96M
ACM
459
Arlington Capital Management
Illinois
$1.95M
WC
460
Weil Company
California
$1.92M
CAM
461
Concorde Asset Management
Michigan
$1.92M
VT
462
Vise Technologies
New York
$1.92M
FWA
463
FSC Wealth Advisors
New York
$1.91M
MG
464
Mather Group
Illinois
$1.9M
AWM
465
Alterna Wealth Management
Texas
$1.9M
WPWM
466
Windward Private Wealth Management
Kansas
$1.86M
TCA
467
Transcend Capital Advisors
New Jersey
$1.83M
SIA
468
Stegner Investment Associates
Kentucky
$1.83M
RWM
469
Ritholtz Wealth Management
New York
$1.82M
CAM
470
Cresset Asset Management
Illinois
$1.81M
DWS
471
Discipline Wealth Solutions
South Carolina
$1.8M
WCM
472
WealthTrak Capital Management
Virginia
$1.78M
RFWA
473
RPg Family Wealth Advisory
Massachusetts
$1.77M
UF
474
Univest Financial
Pennsylvania
$1.76M
DC
475
Davenport & Co
Virginia
$1.75M