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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
NHC
551
Nicholas Hoffman & Company
Georgia
$1.54M
IBOK
552
Independence Bank of Kentucky
Kentucky
$1.54M
DWS
553
Discipline Wealth Solutions
South Carolina
$1.54M
I
554
InvesTrust
Oklahoma
$1.53M
QP
555
Quartz Partners
New York
$1.53M
AWP
556
Axis Wealth Partners
Rhode Island
$1.53M
CAM
557
Campion Asset Management
Virginia
$1.52M
FWMP
558
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.52M
MWM
559
Maripau Wealth Management
Indiana
$1.51M
CF
560
Centaurus Financial
California
$1.5M
WAG
561
Wilkerson Advisory Group
Missouri
$1.46M
TWCA
562
Two West Capital Advisors
Kansas
$1.45M
AIM
563
Archer Investment Management
Texas
$1.45M
PIA
564
Panoramic Investment Advisors
Colorado
$1.45M
AWMNH
565
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.43M
APC
566
Aspire Private Capital
North Carolina
$1.42M
MWM
567
McMill Wealth Management
Nebraska
$1.41M
CFB
568
Cullen/Frost Bankers
Texas
$1.4M
LA
569
Latitude Advisors
Florida
$1.4M
LA
570
Lifeworks Advisors
Michigan
$1.39M
OCM
571
One Capital Management
California
$1.36M
AFW
572
Avantra Family Wealth
Pennsylvania
$1.36M
TFA
573
Tobias Financial Advisors
Florida
$1.36M
QWM
574
Quadcap Wealth Management
Texas
$1.35M
JWM
575
JDH Wealth Management
California
$1.35M