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iShares MSCI EAFE Value ETF

1,096 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 343 increasing their positions, 437 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)

22% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 437

Holders
1,096
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
SF
526
SWP Financial
California
$1.38M
AWMNH
527
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M
LA
528
Lifeworks Advisors
Michigan
$1.35M
ISFAN
529
Investor's Fiduciary Advisor Network
Washington
$1.34M
MWM
530
McMill Wealth Management
Nebraska
$1.33M
NFP
531
Narus Financial Partners
Utah
$1.32M
NWA
532
New World Advisors
Massachusetts
$1.31M
CFG
533
Cooper Financial Group
California
$1.31M
JWM
534
JDH Wealth Management
California
$1.31M
LA
535
Latitude Advisors
Florida
$1.3M
AFW
536
Avantra Family Wealth
Pennsylvania
$1.29M
TFA
537
Tobias Financial Advisors
Florida
$1.29M
GWMIA
538
Global Wealth Management Investment Advisory
Florida
$1.29M
WIM
539
WealthPlan Investment Management
Nebraska
$1.29M
QWM
540
Quadcap Wealth Management
Texas
$1.28M
AEPWM
541
Atlantic Edge Private Wealth Management
Florida
$1.28M
WIM
542
Westside Investment Management
California
$1.27M
Betterment LLC
543
Betterment LLC
New York
$1.25M
CCB
544
Country Club Bank
Missouri
$1.23M
FWP
545
Falcon Wealth Planning
California
$1.23M
MWP
546
MYCIO Wealth Partners
Pennsylvania
$1.22M
KWM
547
Kassira Wealth Management
Tennessee
$1.22M
IAN
548
Integrated Advisors Network
Texas
$1.22M
GWMR
549
GC Wealth Management RIA
Massachusetts
$1.21M
LI
550
LRI Investments
Florida
$1.18M