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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
CA
551
Clearstead Advisors
Ohio
$1.16M
MCA
552
MSH Capital Advisors
Arizona
$1.15M
ACA
553
Ascension Capital Advisors
Texas
$1.14M
CFG
554
Clayton Financial Group
Missouri
$1.14M
ECM
555
Evergreen Capital Management
Washington
$1.12M
ONB
556
Old National Bancorp
Indiana
$1.12M
CA
557
Clune & Associates
Illinois
$1.12M
SWP
558
Semus Wealth Partners
Florida
$1.11M
PWAM
559
Private Wealth Asset Management
Iowa
$1.11M
FTWA
560
Fifth Third Wealth Advisors
Ohio
$1.11M
FWM
561
Fonville Wealth Management
Virginia
$1.1M
Q1WB
562
Quest 10 Wealth Builders
Virginia
$1.09M
NWM
563
Napa Wealth Management
California
$1.09M
CFG
564
Citizens Financial Group
Rhode Island
$1.08M
FCFC
565
First Citizens Financial Corp
Iowa
$1.07M
WWM
566
Western Wealth Management
Colorado
$1.07M
EAM
567
Evanson Asset Management
California
$1.06M
FMP
568
Financial Management Professionals
Texas
$1.06M
MFIM
569
Mesirow Financial Investment Management
Illinois
$1.05M
BZWA
570
Blue Zone Wealth Advisors
California
$1.04M
RIS
571
Richmond Investment Services
Wisconsin
$1.04M
FAI
572
Fiduciary Advisors Inc
Missouri
$1.04M
ATI
573
ARK & TLK Investments
Oklahoma
$1.04M
MAS
574
Madden Advisory Services
Florida
$1.03M
SC
575
Sierra Capital
Florida
$1.03M