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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
HBW
701
Hazlett, Burt & Watson
West Virginia
$534K
CA
702
CGN Advisors
Kansas
$532K
MA
703
MONECO Advisors
Connecticut
$523K
OWP
704
ORG Wealth Partners
Texas
$522K
MF
705
Montis Financial
Massachusetts
$517K
CFFP
706
Center for Financial Planning
Michigan
$516K
BW
707
Balance Wealth
Ohio
$512K
LFA
708
Lauterbach Financial Advisors
Texas
$512K
FCH
709
Freestone Capital Holdings
Washington
$511K
S
710
Sachetta
Massachusetts
$509K
PAM
711
Palisade Asset Management
Minnesota
$508K
CCWM
712
Cassaday & Co Wealth Management
Virginia
$506K
VA
713
Vident Advisory
Georgia
$500K
CIBC Private Wealth Group
714
CIBC Private Wealth Group
Georgia
$498K
TP
715
Tranquility Partners
Tennessee
$495K
CA
716
Claris Advisors
Missouri
$493K
EFS
717
Essex Financial Services
Connecticut
$492K
PP
718
Prosperity Planning
Missouri
$487K
MFF
719
Michels Family Financial
Texas
$483K
PI
720
PFG Investments
New York
$482K
IC
721
IEQ Capital
California
$480K
MIA
722
MainStreet Investment Advisors
Illinois
$471K
GHAM
723
Gilman Hill Asset Management
Connecticut
$468K
KIM
724
Kestra Investment Management
Texas
$468K
LAS
725
Lloyd Advisory Services
Georgia
$466K