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iShares MSCI EAFE Value ETF

1,104 hedge funds and large institutions have $23.7B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 46 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:

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 437

Holders
1,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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 +$120M
2 +$85.9M
3 +$80.9M
4
FTUS
Flow Traders U.S.
New York
+$74.7M
5
Ameriprise
Ameriprise
Minnesota
+$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
451
ORG Partners
Indiana
$2.17M
VWM
452
Venturi Wealth Management
Texas
$2.17M
TWP
453
Tempus Wealth Planning
California
$2.16M
CM
454
Columbus Macro
Pennsylvania
$2.14M
MWA
455
Merkkuri Wealth Advisors
New York
$2.11M
SC
456
Seldon Capital
California
$2.1M
QCM
457
QRG Capital Management
Illinois
$2.1M
AWA
458
A4 Wealth Advisors
North Carolina
$2.1M
QCM
459
Quantinno Capital Management
New York
$2.06M
KWA
460
Kingswood Wealth Advisors
California
$2.05M
SFG
461
Sovereign Financial Group
Connecticut
$2.05M
NCM
462
Neumann Capital Management
California
$2.02M
EWA
463
Emergent Wealth Advisors
New York
$2M
BCWM
464
Ball & Co Wealth Management
Tennessee
$1.99M
BCG
465
Breakwater Capital Group
New Jersey
$1.96M
ACM
466
Arlington Capital Management
Illinois
$1.95M
WC
467
Weil Company
California
$1.92M
CAM
468
Concorde Asset Management
Michigan
$1.92M
VT
469
Vise Technologies
New York
$1.92M
FWA
470
FSC Wealth Advisors
New York
$1.91M
MG
471
Mather Group
Illinois
$1.9M
AWM
472
Alterna Wealth Management
Texas
$1.9M
WPWM
473
Windward Private Wealth Management
Kansas
$1.86M
TCA
474
Transcend Capital Advisors
New Jersey
$1.83M
SIA
475
Stegner Investment Associates
Kentucky
$1.83M