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iShares MSCI EAFE Value ETF

1,227 hedge funds and large institutions have $24.5B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 431 increasing their positions, 431 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 ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$751M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
BEI
501
Benjamin Edwards Inc
Missouri
$2.03M
VR
502
Vision Retirement
New Jersey
$2.03M
AFTS
503
American Financial & Tax Strategies
New York
$2.02M
CAM
504
Capital Asset Management
Colorado
$2.02M
KA
505
Kovack Advisors
Florida
$2M
CWA
506
Clearview Wealth Advisors
Oregon
$1.99M
Financial Engines Advisors
507
Financial Engines Advisors
California
$1.99M
EWA
508
Emergent Wealth Advisors
New York
$1.97M
VFO
509
Virtus Family Office
Texas
$1.96M
WC
510
Weil Company
California
$1.95M
ASBI
511
American State Bank (Iowa)
Iowa
$1.95M
RPG
512
Risk Paradigm Group
Texas
$1.95M
WPWM
513
Windward Private Wealth Management
Kansas
$1.92M
OC
514
Oppenheimer & Co
New York
$1.91M
SFG
515
Sovereign Financial Group
Connecticut
$1.9M
AWM
516
Alterna Wealth Management
Texas
$1.89M
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$1.87M
KeyBank National Association
518
KeyBank National Association
Ohio
$1.86M
UF
519
Univest Financial
Pennsylvania
$1.86M
ML
520
McAdam LLC
Pennsylvania
$1.85M
AWM
521
Aprio Wealth Management
Georgia
$1.85M
RWM
522
Ritholtz Wealth Management
New York
$1.85M
CFG
523
Cassilly Financial Group
Maryland
$1.83M
RFWA
524
RPg Family Wealth Advisory
Massachusetts
$1.81M
DC
525
Davenport & Co
Virginia
$1.81M