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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
CG
651
Caprock Group
Idaho
$654K
CTWM
652
Cherry Tree Wealth Management
Minnesota
$653K
PIA
653
Perennial Investment Advisors
California
$649K
MHB
654
Midwest Heritage Bank
Iowa
$647K
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$647K
MWA
656
Motive Wealth Advisors
Michigan
$640K
VFA
657
Valeo Financial Advisors
Indiana
$638K
Wealthfront Advisers
658
Wealthfront Advisers
California
$635K
EWA
659
Etesian Wealth Advisors
Oregon
$634K
MWM
660
MGB Wealth Management
Texas
$633K
FCFC
661
First Commonwealth Financial Corp
Pennsylvania
$628K
AFG
662
Allegheny Financial Group
Pennsylvania
$627K
MCM
663
MAI Capital Management
Ohio
$623K
FEM
664
Fulcrum Equity Management
Texas
$621K
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$620K
SIC
666
Samalin Investment Counsel
New York
$620K
SF
667
Summit Financial
New Jersey
$618K
RDFA
668
Ritter Daniher Financial Advisory
Ohio
$610K
LWM
669
Lodestone Wealth Management
Washington
$609K
SW
670
SMART Wealth
Nebraska
$607K
MFG
671
MidWestOne Financial Group
Iowa
$605K
BMCM
672
Bryn Mawr Capital Management
Pennsylvania
$603K
VWWMG
673
Vermillion & White Wealth Management Group
Pennsylvania
$602K
OPCM
674
Osborne Partners Capital Management
California
$597K
GIA
675
GHP Investment Advisors
Colorado
$595K