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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
SIMC
726
Squire Investment Management Company
Utah
$464K
DWA
727
Delap Wealth Advisory
Oregon
$462K
NA
728
Novus Advisors
South Carolina
$462K
SPWG
729
Syntegra Private Wealth Group
Missouri
$461K
FA
730
Fermata Advisors
California
$458K
AF
731
Advisornet Financial
Minnesota
$458K
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$454K
PWM
733
PBMares Wealth Management
Virginia
$452K
KF
734
Krilogy Financial
Missouri
$438K
WDL
735
Well Done LLC
Michigan
$438K
MCA
736
Midwest Capital Advisors
Michigan
$436K
SFP
737
SwitchPoint Financial Planning
Utah
$435K
SIG
738
Spinnaker Investment Group
California
$434K
AFGAS
739
Allegiance Financial Group Advisory Services
Virginia
$430K
PCIG
740
Partners Capital Investment Group
Massachusetts
$429K
LSA
741
Lion Street Advisors
Texas
$429K
NB
742
Northwest Bancshares
Pennsylvania
$426K
FA
743
Flagstar Advisors
New York
$423K
MWM
744
Meridian Wealth Management
Kentucky
$423K
FMWA
745
Forvis Mazars Wealth Advisors
Missouri
$422K
AG
746
AlTi Global
New York
$421K
FFS
747
Founders Financial Securities
Maryland
$420K
LNWWM
748
Laird Norton Wetherby Wealth Management
California
$419K
HI
749
Horizon Investments
North Carolina
$419K
GJWM
750
Gilliland Jeter Wealth Management
Arkansas
$410K