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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
AWA
751
Aaron Wealth Advisors
Illinois
$409K
HH
752
Hilltop Holdings
Texas
$408K
PWM
753
Pines Wealth Management
North Carolina
$407K
MT
754
Midwest Trust
Kansas
$406K
CPL
755
CAP Partners LLC
Tennessee
$406K
TWM
756
Tanglewood Wealth Management
Texas
$405K
TW
757
TritonPoint Wealth
Maryland
$405K
CWM
758
Copia Wealth Management
Oregon
$401K
FFG
759
Foundry Financial Group
New Hampshire
$399K
HNB
760
Hilltop National Bank
Wyoming
$399K
TPI
761
Trust Point Inc
Wisconsin
$397K
RFG
762
REAP Financial Group
Texas
$392K
AWA
763
Acorn Wealth Advisors
Michigan
$391K
CWMA
764
Capstone Wealth Management (Alabama)
Alabama
$391K
CBB
765
Citizens Business Bank
California
$390K
HFA
766
Hippocratic Financial Advisors
California
$390K
DWM
767
Dopkins Wealth Management
New York
$387K
CI
768
Conning Inc
Connecticut
$385K
JJBC
769
James J. Burns & Company
New York
$384K
HP
770
Holistic Planning
Texas
$382K
MYIA
771
Mount Yale Investment Advisors
Colorado
$381K
SS
772
Sunbelt Securities
Texas
$379K
KFG
773
Kelly Financial Group
Connecticut
$379K
BCM
774
Becker Capital Management
Oregon
$379K
BHWM
775
Beaird Harris Wealth Management
Texas
$377K