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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
APC
476
Aspire Private Capital
North Carolina
$1.75M
GSWM
477
Golden State Wealth Management
California
$1.73M
VFO
478
Virtus Family Office
Texas
$1.72M
RCM
479
Raleigh Capital Management
North Carolina
$1.72M
BFA
480
Beacon Financial Advisory
Ohio
$1.72M
ACM
481
Absolute Capital Management
Pennsylvania
$1.71M
KeyBank National Association
482
KeyBank National Association
Ohio
$1.71M
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$1.7M
FWM
484
Fortress Wealth Management
California
$1.69M
MWM
485
Maripau Wealth Management
Indiana
$1.68M
FHC
486
First Horizon Corporation
Tennessee
$1.66M
HW
487
HORAN Wealth
Ohio
$1.66M
SIS
488
Sound Income Strategies
Florida
$1.65M
OC
489
Oppenheimer & Co
New York
$1.65M
ML
490
McAdam LLC
Pennsylvania
$1.64M
AIA
491
Accelerate Investment Advisors
California
$1.64M
FI
492
FWG Investments
Kentucky
$1.62M
CCMG
493
Clark Capital Management Group
Pennsylvania
$1.62M
NHC
494
Nicholas Hoffman & Company
Georgia
$1.6M
AWM
495
Aprio Wealth Management
Georgia
$1.6M
TWCA
496
Two West Capital Advisors
Kansas
$1.57M
FWMP
497
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.56M
MPCL
498
My Personal CFO LLC
Washington
$1.56M
CCM
499
Coldstream Capital Management
Washington
$1.56M
AFG
500
Atomi Financial Group
New York
$1.55M