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iShares MSCI EAFE Value ETF

1,193 hedge funds and large institutions have $23.8B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 427 increasing their positions, 426 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 426

0.67% less ownership

Funds ownership: 86.85%86.18% (-0.67%)

Holders
1,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
113
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.9M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
501
Risk Paradigm Group
Texas
$1.95M
WPWM
502
Windward Private Wealth Management
Kansas
$1.92M
OC
503
Oppenheimer & Co
New York
$1.91M
SFG
504
Sovereign Financial Group
Connecticut
$1.9M
AWM
505
Alterna Wealth Management
Texas
$1.89M
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$1.87M
KeyBank National Association
507
KeyBank National Association
Ohio
$1.86M
UF
508
Univest Financial
Pennsylvania
$1.86M
ML
509
McAdam LLC
Pennsylvania
$1.85M
AWM
510
Aprio Wealth Management
Georgia
$1.85M
RWM
511
Ritholtz Wealth Management
New York
$1.85M
CFG
512
Cassilly Financial Group
Maryland
$1.83M
RFWA
513
RPg Family Wealth Advisory
Massachusetts
$1.81M
DC
514
Davenport & Co
Virginia
$1.81M
CWP
515
Cyndeo Wealth Partners
Florida
$1.81M
VW
516
Vantus Wealth
Pennsylvania
$1.8M
CA
517
Clearstead Advisors
Ohio
$1.77M
CFG
518
Clayton Financial Group
Missouri
$1.76M
FHC
519
First Horizon Corporation
Tennessee
$1.75M
CCM
520
Coldstream Capital Management
Washington
$1.75M
KP
521
Keel Point
Alabama
$1.73M
FI
522
FWG Investments
Kentucky
$1.73M
BFA
523
Beacon Financial Advisory
Ohio
$1.71M
RCM
524
Raleigh Capital Management
North Carolina
$1.7M
CWMK
525
Caliber Wealth Management (Kansas)
Kansas
$1.66M