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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
MWM
526
McMill Wealth Management
Nebraska
$1.33M
NWA
527
New World Advisors
Massachusetts
$1.31M
CFG
528
Cooper Financial Group
California
$1.31M
JWM
529
JDH Wealth Management
California
$1.31M
LA
530
Latitude Advisors
Florida
$1.3M
AFW
531
Avantra Family Wealth
Pennsylvania
$1.29M
TFA
532
Tobias Financial Advisors
Florida
$1.29M
GWMIA
533
Global Wealth Management Investment Advisory
Florida
$1.29M
WIM
534
WealthPlan Investment Management
Nebraska
$1.29M
QWM
535
Quadcap Wealth Management
Texas
$1.28M
AEPWM
536
Atlantic Edge Private Wealth Management
Florida
$1.28M
WIM
537
Westside Investment Management
California
$1.27M
Betterment LLC
538
Betterment LLC
New York
$1.25M
CCB
539
Country Club Bank
Missouri
$1.23M
FWP
540
Falcon Wealth Planning
California
$1.23M
MWP
541
MYCIO Wealth Partners
Pennsylvania
$1.22M
KWM
542
Kassira Wealth Management
Tennessee
$1.22M
IAN
543
Integrated Advisors Network
Texas
$1.22M
GWMR
544
GC Wealth Management RIA
Massachusetts
$1.21M
LI
545
LRI Investments
Florida
$1.18M
RWM
546
Riverbend Wealth Management
South Carolina
$1.17M
IF
547
Intrua Financial
Texas
$1.17M
PTC
548
Private Trust Company
Ohio
$1.17M
RFA
549
Resurgent Financial Advisors
Georgia
$1.17M
I
550
InvesTrust
Oklahoma
$1.16M