EFV icon

iShares MSCI EAFE Value ETF

1,104 hedge funds and large institutions have $23.7B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 46 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:

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 437

Holders
1,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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 +$120M
2 +$85.9M
3 +$80.9M
4
FTUS
Flow Traders U.S.
New York
+$74.7M
5
Ameriprise
Ameriprise
Minnesota
+$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
626
Portside Wealth Group
Utah
$769K
EWM
627
Evolution Wealth Management
Florida
$767K
MWAM
628
Manhattan West Asset Management
California
$762K
PCA
629
Pallas Capital Advisors
Massachusetts
$760K
AWM
630
Accurate Wealth Management
Florida
$756K
CCA
631
Childress Capital Advisors
Texas
$739K
SAI
632
Savvy Advisors Inc
New York
$738K
BP
633
BWM Planning
Texas
$737K
FG
634
Foster Group
Iowa
$734K
FWM
635
FLP Wealth Management
Arkansas
$729K
ATC
636
Argent Trust Co
Tennessee
$722K
TFCP
637
Twin Focus Capital Partners
Massachusetts
$717K
MWM
638
Mission Wealth Management
California
$710K
MFG
639
Magnus Financial Group
New York
$705K
MC
640
Moors & Cabot
Massachusetts
$701K
WTC
641
WhitTier Trust Company
Nevada
$696K
CPRC
642
Consolidated Portfolio Review Corp
New York
$695K
AWM
643
Ariadne Wealth Management
California
$694K
WPW
644
Waldron Private Wealth
Pennsylvania
$690K
FFA
645
Fragasso Financial Advisors
Pennsylvania
$687K
PFA
646
Pure Financial Advisors
California
$683K
HWM
647
Hemington Wealth Management
Virginia
$683K
FP
648
Financial Perspectives
Minnesota
$670K
TFA
649
Transamerica Financial Advisors
Florida
$669K
GC
650
GatePass Capital
Ohio
$669K