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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
MWA
451
Merkkuri Wealth Advisors
New York
$2.11M
SC
452
Seldon Capital
California
$2.1M
QCM
453
QRG Capital Management
Illinois
$2.1M
AWA
454
A4 Wealth Advisors
North Carolina
$2.1M
QCM
455
Quantinno Capital Management
New York
$2.06M
KWA
456
Kingswood Wealth Advisors
California
$2.05M
SFG
457
Sovereign Financial Group
Connecticut
$2.05M
NCM
458
Neumann Capital Management
California
$2.02M
EWA
459
Emergent Wealth Advisors
New York
$2M
BCWM
460
Ball & Co Wealth Management
Tennessee
$1.99M
BCG
461
Breakwater Capital Group
New Jersey
$1.96M
ACM
462
Arlington Capital Management
Illinois
$1.95M
WC
463
Weil Company
California
$1.92M
CAM
464
Concorde Asset Management
Michigan
$1.92M
VT
465
Vise Technologies
New York
$1.92M
FWA
466
FSC Wealth Advisors
New York
$1.91M
MG
467
Mather Group
Illinois
$1.9M
AWM
468
Alterna Wealth Management
Texas
$1.9M
WPWM
469
Windward Private Wealth Management
Kansas
$1.86M
TCA
470
Transcend Capital Advisors
New Jersey
$1.83M
SIA
471
Stegner Investment Associates
Kentucky
$1.83M
RWM
472
Ritholtz Wealth Management
New York
$1.82M
CAM
473
Cresset Asset Management
Illinois
$1.81M
DWS
474
Discipline Wealth Solutions
South Carolina
$1.8M
WCM
475
WealthTrak Capital Management
Virginia
$1.78M