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iShares MSCI EAFE Value ETF

1,096 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
1,096
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
BWM
701
BCS Wealth Management
Tennessee
$538K
AA
702
Argent Advisors
Louisiana
$537K
PSCM
703
Per Stirling Capital Management
Texas
$536K
CRC
704
Curi RMB Capital
Illinois
$536K
HCA
705
Harbour Capital Advisors
Virginia
$535K
EAM
706
Empirical Asset Management
Massachusetts
$534K
HBW
707
Hazlett, Burt & Watson
West Virginia
$534K
CA
708
CGN Advisors
Kansas
$532K
MA
709
MONECO Advisors
Connecticut
$523K
OWP
710
ORG Wealth Partners
Texas
$522K
MF
711
Montis Financial
Massachusetts
$517K
CFFP
712
Center for Financial Planning
Michigan
$516K
BW
713
Balance Wealth
Ohio
$512K
LFA
714
Lauterbach Financial Advisors
Texas
$512K
FCH
715
Freestone Capital Holdings
Washington
$511K
S
716
Sachetta
Massachusetts
$509K
PAM
717
Palisade Asset Management
Minnesota
$508K
CCWM
718
Cassaday & Co Wealth Management
Virginia
$506K
VA
719
Vident Advisory
Georgia
$500K
CIBC Private Wealth Group
720
CIBC Private Wealth Group
Georgia
$498K
TP
721
Tranquility Partners
Tennessee
$495K
CA
722
Claris Advisors
Missouri
$493K
EFS
723
Essex Financial Services
Connecticut
$492K
PP
724
Prosperity Planning
Missouri
$487K
CIA
725
Cape Investment Advisory
Georgia
$487K