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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
CWP
526
Cyndeo Wealth Partners
Florida
$1.81M
VW
527
Vantus Wealth
Pennsylvania
$1.8M
CA
528
Clearstead Advisors
Ohio
$1.77M
CIM
529
Capital Investment Management
Missouri
$1.76M
CFG
530
Clayton Financial Group
Missouri
$1.76M
FHC
531
First Horizon Corporation
Tennessee
$1.75M
CCM
532
Coldstream Capital Management
Washington
$1.75M
KP
533
Keel Point
Alabama
$1.73M
FI
534
FWG Investments
Kentucky
$1.73M
BFA
535
Beacon Financial Advisory
Ohio
$1.71M
RCM
536
Raleigh Capital Management
North Carolina
$1.7M
CWMK
537
Caliber Wealth Management (Kansas)
Kansas
$1.66M
FA
538
Fedenia Advisers
Wisconsin
$1.65M
CIBC Private Wealth Group
539
CIBC Private Wealth Group
Georgia
$1.62M
GVAG
540
Great Valley Advisor Group
Delaware
$1.61M
EW
541
Evoke Wealth
California
$1.6M
RA
542
Rockingstone Advisors
Massachusetts
$1.6M
MG
543
Mather Group
Illinois
$1.6M
SIA
544
Stegner Investment Associates
Kentucky
$1.59M
AIA
545
Accelerate Investment Advisors
California
$1.59M
AFG
546
Atomi Financial Group
New York
$1.58M
OA
547
Operose Advisors
Wisconsin
$1.57M
SF
548
SWP Financial
California
$1.56M
RFN
549
RDA Financial Network
Iowa
$1.55M
GF
550
GGM Financials
Ohio
$1.55M