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iShares MSCI EAFE Value ETF

1,225 hedge funds and large institutions have $24.5B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 431 increasing their positions, 431 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 ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$745M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
AL
51
Aspiriant LLC
California
$77.9M
SW
52
SoFi Wealth
California
$77.7M
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$76.5M
Charles Schwab
54
Charles Schwab
California
$76.2M
AWM
55
AE Wealth Management
Kansas
$75M
AWMS
56
Advocacy Wealth Management Services
Georgia
$73.2M
FSWA
57
Financial Synergies Wealth Advisors
Texas
$65.7M
HMH
58
Hackensack Meridian Health
New Jersey
$63.9M
DWM
59
Dynasty Wealth Management
Florida
$63.1M
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$63M
Mariner
61
Mariner
Kansas
$61.9M
AssetMark Inc
62
AssetMark Inc
California
$59.5M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$57.1M
AIA
64
Angeles Investment Advisors
California
$56.8M
Natixis Advisors
65
Natixis Advisors
Massachusetts
$56.1M
BAM
66
Brave Asset Management
New Jersey
$51.6M
FAT
67
First American Trust
California
$51.5M
SWP
68
Sagespring Wealth Partners
Tennessee
$51.1M
AI
69
Atria Investments
North Carolina
$50.6M
CSP
70
Cary Street Partners
Virginia
$48M
APW
71
Austin Private Wealth
Texas
$47.2M
PLFA
72
Pacific Life Fund Advisors
California
$45.8M
IWA
73
Icon Wealth Advisors
Texas
$44.3M
FFA
74
Farther Finance Advisors
California
$42.5M
BPA
75
Beacon Pointe Advisors
California
$41.3M