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iShares MSCI EAFE Value ETF

1,109 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 113 funds opening new positions, 350 increasing their positions, 440 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

4% more funds holding

Funds holding: 1,0631,109 (+46)

0% less capital invested

Capital invested by funds: $23.8B → $23.7B (-$99.2M)

4.61% less ownership

Funds ownership: 91.53%86.92% (-4.6%)

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 440

Holders
1,109
Holders Change
+46
Holders Change %
+4.33%
% of All Funds
14.56%
Holding in Top 10
99
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.91%
% of All Funds
1.3%
New
113
Increased
350
Reduced
440
Closed
46
Calls
$82.9M
Puts
Net Calls
+$82.9M
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
51
Advocacy Wealth Management Services
Georgia
$77.1M +$1.15M +17,512 +2%
FTUS
52
Flow Traders U.S.
New York
$76.9M +$74.7M +1,133,603 New
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$76.6M -$9M -136,696 -11%
SWP
54
Sagespring Wealth Partners
Tennessee
$76.3M +$20.1M +305,522 +29%
AL
55
Aspiriant LLC
California
$75.8M -$722K -10,967 -1%
SW
56
SoFi Wealth
California
$70.7M +$4.34M +65,887 +7%
AWM
57
AE Wealth Management
Kansas
$70.6M -$2.15M -32,603 -3%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$61.3M +$28.9K +439 +0%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$57.5M -$4.89M -74,236 -8%
Mariner
60
Mariner
Kansas
$55.3M +$1.2M +18,289 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$53.6M +$51.1M +775,621 +5,181%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$53.2M +$11.1M +168,451 +27%
FAT
63
First American Trust
California
$52.9M +$1.33M +20,230 +3%
AI
64
Atria Investments
North Carolina
$51.3M -$6.16M -93,524 -11%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$50.6M +$49.1M +745,605 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$50.2M +$48M +729,415 +7,058%
APW
67
Austin Private Wealth
Texas
$48.8M -$22.8M -345,791 -32%
BAM
68
Brave Asset Management
New Jersey
$47.3M +$1.17M +17,823 +3%
Charles Schwab
69
Charles Schwab
California
$44.5M +$20M +304,139 +86%
IWA
70
Icon Wealth Advisors
Texas
$44.4M -$5.16M -78,398 -11%
IA
71
Integrity Alliance
Iowa
$44.4M +$6.92M +105,073 +19%
Goldman Sachs
72
Goldman Sachs
New York
$42.4M +$9.13M +138,591 +28%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$39.6M +$4.43M +67,197 +13%
PLFA
74
Pacific Life Fund Advisors
California
$39.2M +$4.52M +68,558 +13%
Prudential Financial
75
Prudential Financial
New Jersey
$37.5M -$441K -6,694 -1%