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
FG
626
Foster Group
Iowa
$734K
FWM
627
FLP Wealth Management
Arkansas
$729K
ATC
628
Argent Trust Co
Tennessee
$722K
TFCP
629
Twin Focus Capital Partners
Massachusetts
$717K
MWM
630
Mission Wealth Management
California
$710K
MFG
631
Magnus Financial Group
New York
$705K
MC
632
Moors & Cabot
Massachusetts
$701K
WTC
633
WhitTier Trust Company
Nevada
$696K
CPRC
634
Consolidated Portfolio Review Corp
New York
$695K
AWM
635
Ariadne Wealth Management
California
$694K
WPW
636
Waldron Private Wealth
Pennsylvania
$690K
FFA
637
Fragasso Financial Advisors
Pennsylvania
$687K
PFA
638
Pure Financial Advisors
California
$683K
HWM
639
Hemington Wealth Management
Virginia
$683K
FP
640
Financial Perspectives
Minnesota
$670K
TFA
641
Transamerica Financial Advisors
Florida
$669K
GC
642
GatePass Capital
Ohio
$669K
TC
643
TownSquare Capital
Utah
$666K
CIAS
644
Capital Investment Advisory Services
North Carolina
$660K
LJAC
645
L.J. Altfest & Co
New York
$657K
CG
646
Caprock Group
Idaho
$654K
CTWM
647
Cherry Tree Wealth Management
Minnesota
$653K
PIA
648
Perennial Investment Advisors
California
$649K
MHB
649
Midwest Heritage Bank
Iowa
$647K
PGFC
650
Peapack-Gladstone Financial Corp
New Jersey
$647K