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iShares MSCI EAFE Value ETF

1,097 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, 343 increasing their positions, 437 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)

22% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 437

Holders
1,097
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
MWM
751
Meridian Wealth Management
Kentucky
$423K
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$422K
AG
753
AlTi Global
New York
$421K
FFS
754
Founders Financial Securities
Maryland
$420K
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$419K
HI
756
Horizon Investments
North Carolina
$419K
GJWM
757
Gilliland Jeter Wealth Management
Arkansas
$410K
AWA
758
Aaron Wealth Advisors
Illinois
$409K
HH
759
Hilltop Holdings
Texas
$408K
PWM
760
Pines Wealth Management
North Carolina
$407K
MT
761
Midwest Trust
Kansas
$406K
CPL
762
CAP Partners LLC
Tennessee
$406K
TWM
763
Tanglewood Wealth Management
Texas
$405K
TW
764
TritonPoint Wealth
Maryland
$405K
CWM
765
Copia Wealth Management
Oregon
$401K
FFG
766
Foundry Financial Group
New Hampshire
$399K
HNB
767
Hilltop National Bank
Wyoming
$399K
TPI
768
Trust Point Inc
Wisconsin
$397K
RFG
769
REAP Financial Group
Texas
$392K
AWA
770
Acorn Wealth Advisors
Michigan
$391K
CWMA
771
Capstone Wealth Management (Alabama)
Alabama
$391K
CBB
772
Citizens Business Bank
California
$390K
HFA
773
Hippocratic Financial Advisors
California
$390K
DWM
774
Dopkins Wealth Management
New York
$387K
CI
775
Conning Inc
Connecticut
$385K