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iShares MSCI EAFE Value ETF

1,213 hedge funds and large institutions have $24.2B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 429 increasing their positions, 428 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.63% more ownership

Funds ownership: 86.85%87.48% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 428

Holders
1,213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
115
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.9M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SoFi Wealth
California
$77.7M
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$76.5M
Charles Schwab
53
Charles Schwab
California
$76.2M
AWM
54
AE Wealth Management
Kansas
$75M
AWMS
55
Advocacy Wealth Management Services
Georgia
$73.2M
FSWA
56
Financial Synergies Wealth Advisors
Texas
$65.7M
HMH
57
Hackensack Meridian Health
New Jersey
$63.9M
DWM
58
Dynasty Wealth Management
Florida
$63.1M
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$63M
Mariner
60
Mariner
Kansas
$61.9M
AssetMark Inc
61
AssetMark Inc
California
$59.5M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$57.1M
AIA
63
Angeles Investment Advisors
California
$56.8M
Natixis Advisors
64
Natixis Advisors
Massachusetts
$56.1M
BAM
65
Brave Asset Management
New Jersey
$51.6M
FAT
66
First American Trust
California
$51.5M
SWP
67
Sagespring Wealth Partners
Tennessee
$51.1M
AI
68
Atria Investments
North Carolina
$50.6M
CSP
69
Cary Street Partners
Virginia
$48M
APW
70
Austin Private Wealth
Texas
$47.2M
PLFA
71
Pacific Life Fund Advisors
California
$45.8M
IWA
72
Icon Wealth Advisors
Texas
$44.3M
FFA
73
Farther Finance Advisors
California
$42.5M
BPA
74
Beacon Pointe Advisors
California
$41.3M
PCG
75
Prosperity Consulting Group
Maryland
$40.6M