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iShares MSCI EAFE Value ETF

1,109 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 113 funds opening new positions, 350 increasing their positions, 440 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

4% more funds holding

Funds holding: 1,0631,109 (+46)

0% less capital invested

Capital invested by funds: $23.8B → $23.7B (-$99.2M)

4.61% less ownership

Funds ownership: 91.53%86.92% (-4.6%)

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 440

Holders
1,109
Holders Change
+46
Holders Change %
+4.33%
% of All Funds
14.56%
Holding in Top 10
99
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.91%
% of All Funds
1.3%
New
113
Increased
350
Reduced
440
Closed
46
Calls
$82.9M
Puts
Net Calls
+$82.9M
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
26
TIAA Trust, National Association
North Carolina
$159M +$4.42M +67,163 +3%
MFG
27
Merit Financial Group
Georgia
$155M +$37.9M +575,507 +34%
NA
28
NewEdge Advisors
Louisiana
$151M -$19.2M -291,362 -12%
OIA
29
OneDigital Investment Advisors
Kansas
$149M -$18.5M -281,525 -11%
FIA
30
Foundations Investment Advisors
Arizona
$141M +$3.79M +57,493 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$134M +$15.3M +231,763 +13%
SA
32
Sanctuary Advisors
Indiana
$133M -$23.3M -353,423 -15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$128M +$1.32M +20,089 +1%
MMA
34
Miracle Mile Advisors
California
$128M +$951K +14,439 +0.8%
EWM
35
Empirical Wealth Management
Washington
$127M +$3.45M +52,405 +3%
JC
36
JB Capital
Connecticut
$122M -$27.1M -411,122 -19%
MWM
37
Modera Wealth Management
New Jersey
$118M -$4.46M -67,767 -4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$113M +$28.7M +435,129 +35%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$96.6M +$1.14M +17,266 +1%
AA
40
Alesco Advisors
New York
$92.6M -$2.51M -38,069 -3%
UCFA
41
United Capital Financial Advisors
Texas
$92M -$17.8M -270,486 -17%
DWM
42
Dynasty Wealth Management
Florida
$91.7M +$17.1M +259,421 +24%
Truist Financial
43
Truist Financial
North Carolina
$90.9M +$22.9M +347,662 +35%
M&T Bank
44
M&T Bank
New York
$89.9M -$6.03M -91,540 -6%
SC
45
Savant Capital
Illinois
$89.5M +$5.2M +78,984 +6%
Jane Street
46
Jane Street
New York
$88.5M +$85.9M +1,304,519 New
Stifel Financial
47
Stifel Financial
Missouri
$87.9M -$12.8M -194,438 -13%
SEIA
48
Signature Estate & Investment Advisors
California
$87.4M +$1.24M +18,841 +1%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$85M +$80.9M +1,228,468 +5,094%
Osaic Holdings
50
Osaic Holdings
Arizona
$81.1M +$8.06M +122,310 +11%