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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
RWM
551
Riverbend Wealth Management
South Carolina
$1.17M
IF
552
Intrua Financial
Texas
$1.17M
PTC
553
Private Trust Company
Ohio
$1.17M
RFA
554
Resurgent Financial Advisors
Georgia
$1.17M
I
555
InvesTrust
Oklahoma
$1.16M
CA
556
Clearstead Advisors
Ohio
$1.16M
MCA
557
MSH Capital Advisors
Arizona
$1.15M
ACA
558
Ascension Capital Advisors
Texas
$1.14M
CFG
559
Clayton Financial Group
Missouri
$1.14M
ECM
560
Evergreen Capital Management
Washington
$1.12M
ONB
561
Old National Bancorp
Indiana
$1.12M
CA
562
Clune & Associates
Illinois
$1.12M
SWP
563
Semus Wealth Partners
Florida
$1.11M
PWAM
564
Private Wealth Asset Management
Iowa
$1.11M
FTWA
565
Fifth Third Wealth Advisors
Ohio
$1.11M
FWM
566
Fonville Wealth Management
Virginia
$1.1M
Q1WB
567
Quest 10 Wealth Builders
Virginia
$1.09M
NWM
568
Napa Wealth Management
California
$1.09M
CFG
569
Citizens Financial Group
Rhode Island
$1.08M
FCFC
570
First Citizens Financial Corp
Iowa
$1.07M
WWM
571
Western Wealth Management
Colorado
$1.07M
EAM
572
Evanson Asset Management
California
$1.06M
FMP
573
Financial Management Professionals
Texas
$1.06M
MFIM
574
Mesirow Financial Investment Management
Illinois
$1.05M
BZWA
575
Blue Zone Wealth Advisors
California
$1.04M