EFV icon

iShares MSCI EAFE Value ETF

1,191 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 173 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

0.73% less ownership

Funds ownership: 86.85%86.12% (-0.73%)

Holders
1,191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
WPWM
501
Windward Private Wealth Management
Kansas
$1.92M
OC
502
Oppenheimer & Co
New York
$1.91M
SFG
503
Sovereign Financial Group
Connecticut
$1.9M
AWM
504
Alterna Wealth Management
Texas
$1.89M
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$1.87M
KeyBank National Association
506
KeyBank National Association
Ohio
$1.86M
UF
507
Univest Financial
Pennsylvania
$1.86M
ML
508
McAdam LLC
Pennsylvania
$1.85M
AWM
509
Aprio Wealth Management
Georgia
$1.85M
RWM
510
Ritholtz Wealth Management
New York
$1.85M
CFG
511
Cassilly Financial Group
Maryland
$1.83M
RFWA
512
RPg Family Wealth Advisory
Massachusetts
$1.81M
DC
513
Davenport & Co
Virginia
$1.81M
CWP
514
Cyndeo Wealth Partners
Florida
$1.81M
VW
515
Vantus Wealth
Pennsylvania
$1.8M
CA
516
Clearstead Advisors
Ohio
$1.77M
CFG
517
Clayton Financial Group
Missouri
$1.76M
FHC
518
First Horizon Corporation
Tennessee
$1.75M
CCM
519
Coldstream Capital Management
Washington
$1.75M
KP
520
Keel Point
Alabama
$1.73M
FI
521
FWG Investments
Kentucky
$1.73M
BFA
522
Beacon Financial Advisory
Ohio
$1.71M
RCM
523
Raleigh Capital Management
North Carolina
$1.7M
CWMK
524
Caliber Wealth Management (Kansas)
Kansas
$1.66M
FA
525
Fedenia Advisers
Wisconsin
$1.65M