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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
PTC
601
Private Trust Company
Ohio
$1.24M
LI
602
LRI Investments
Florida
$1.23M
KWA
603
Kingswood Wealth Advisors
California
$1.22M
CCG
604
Catalina Capital Group
California
$1.21M
BZWA
605
Blue Zone Wealth Advisors
California
$1.21M
BOSSRA
606
B.O.S.S. Retirement Advisors
Utah
$1.21M
PWG
607
Portside Wealth Group
Utah
$1.2M
ACA
608
Ascension Capital Advisors
Texas
$1.2M
PWAM
609
Private Wealth Asset Management
Iowa
$1.2M
AEPWM
610
Atlantic Edge Private Wealth Management
Florida
$1.2M
EAM
611
Evanson Asset Management
California
$1.19M
ECM
612
Evergreen Capital Management
Washington
$1.18M
HI
613
Horizon Investments
North Carolina
$1.18M
TFA
614
Transamerica Financial Advisors
Florida
$1.18M
FFS
615
Founders Financial Securities
Maryland
$1.17M
FWP
616
Falcon Wealth Planning
California
$1.17M
FWM
617
Fonville Wealth Management
Virginia
$1.15M
HWM
618
Horizon Wealth Management
Illinois
$1.15M
FCFC
619
First Citizens Financial Corp
Iowa
$1.15M
Q1WB
620
Quest 10 Wealth Builders
Virginia
$1.15M
ONB
621
Old National Bancorp
Indiana
$1.14M
SIS
622
Sound Income Strategies
Florida
$1.13M
MAS
623
Madden Advisory Services
Florida
$1.12M
BWM
624
BCS Wealth Management
Tennessee
$1.12M
SWP
625
Semus Wealth Partners
Florida
$1.12M