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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
RFWA
476
RPg Family Wealth Advisory
Massachusetts
$1.77M
UF
477
Univest Financial
Pennsylvania
$1.76M
DC
478
Davenport & Co
Virginia
$1.75M
APC
479
Aspire Private Capital
North Carolina
$1.75M
GSWM
480
Golden State Wealth Management
California
$1.73M
VFO
481
Virtus Family Office
Texas
$1.72M
RCM
482
Raleigh Capital Management
North Carolina
$1.72M
BFA
483
Beacon Financial Advisory
Ohio
$1.72M
ACM
484
Absolute Capital Management
Pennsylvania
$1.71M
KeyBank National Association
485
KeyBank National Association
Ohio
$1.71M
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$1.7M
FWM
487
Fortress Wealth Management
California
$1.69M
MWM
488
Maripau Wealth Management
Indiana
$1.68M
FHC
489
First Horizon Corporation
Tennessee
$1.66M
HW
490
HORAN Wealth
Ohio
$1.66M
SIS
491
Sound Income Strategies
Florida
$1.65M
OC
492
Oppenheimer & Co
New York
$1.65M
KP
493
Keel Point
Alabama
$1.64M
ML
494
McAdam LLC
Pennsylvania
$1.64M
AIA
495
Accelerate Investment Advisors
California
$1.64M
FI
496
FWG Investments
Kentucky
$1.62M
CCMG
497
Clark Capital Management Group
Pennsylvania
$1.62M
NHC
498
Nicholas Hoffman & Company
Georgia
$1.6M
AWM
499
Aprio Wealth Management
Georgia
$1.6M
TWCA
500
Two West Capital Advisors
Kansas
$1.57M