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iShares MSCI EAFE Value ETF

1,097 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
1,097
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
PCA
626
Pallas Capital Advisors
Massachusetts
$760K
AWM
627
Accurate Wealth Management
Florida
$756K
CCA
628
Childress Capital Advisors
Texas
$739K
SAI
629
Savvy Advisors Inc
New York
$738K
BP
630
BWM Planning
Texas
$737K
FG
631
Foster Group
Iowa
$734K
FWM
632
FLP Wealth Management
Arkansas
$729K
ATC
633
Argent Trust Co
Tennessee
$722K
TFCP
634
Twin Focus Capital Partners
Massachusetts
$717K
MWM
635
Mission Wealth Management
California
$710K
MFG
636
Magnus Financial Group
New York
$705K
MC
637
Moors & Cabot
Massachusetts
$701K
WTC
638
WhitTier Trust Company
Nevada
$696K
CPRC
639
Consolidated Portfolio Review Corp
New York
$695K
AWM
640
Ariadne Wealth Management
California
$694K
WPW
641
Waldron Private Wealth
Pennsylvania
$690K
FFA
642
Fragasso Financial Advisors
Pennsylvania
$687K
PFA
643
Pure Financial Advisors
California
$683K
HWM
644
Hemington Wealth Management
Virginia
$683K
FP
645
Financial Perspectives
Minnesota
$670K
TFA
646
Transamerica Financial Advisors
Florida
$669K
GC
647
GatePass Capital
Ohio
$669K
TC
648
TownSquare Capital
Utah
$666K
CIAS
649
Capital Investment Advisory Services
North Carolina
$660K
LJAC
650
L.J. Altfest & Co
New York
$657K