EFV icon

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
AIM
576
Advyzon Investment Management
Illinois
$1.03M
Lido Advisors
577
Lido Advisors
California
$1.03M
CCWA
578
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M
SWP
579
Strategic Wealth Partners
Ohio
$1.02M
LGG
580
Luts & Greenleigh Group
Maryland
$1.01M
GFA
581
Gallagher Fiduciary Advisors
Illinois
$1.01M
LWA
582
Lantern Wealth Advisors
New York
$1M
LWCFA
583
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$981K
OCFG
584
O'Connor Financial Group
Illinois
$974K
HFO
585
Heritage Family Offices
Arizona
$962K
JSL
586
JT Stratford LLC
Georgia
$955K
JSW
587
Journey Strategic Wealth
New Jersey
$951K
SC
588
SouthState Corp
Florida
$944K
GA
589
GFS Advisors
Texas
$938K
DADC
590
D.A. Davidson & Co
Montana
$935K
EL
591
EWA LLC
Pennsylvania
$913K
BIM
592
Bridges Investment Management
Nebraska
$907K
AFA
593
American Financial Advisors
Georgia
$905K
TCWA
594
Turtle Creek Wealth Advisors
Texas
$905K
PW
595
PUREfi Wealth
Massachusetts
$897K
MWA
596
MN Wealth Advisors
Kansas
$896K
SI
597
Stephens Inc
Arkansas
$890K
QWP
598
Quotient Wealth Partners
Texas
$881K
SFO
599
Stokes Family Office
Louisiana
$879K
HCP
600
Hardin Capital Partners
South Carolina
$875K