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iShares MSCI EAFE Value ETF

1,104 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 114 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 46 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:

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 437

Holders
1,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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 +$120M
2 +$85.9M
3 +$80.9M
4
FTUS
Flow Traders U.S.
New York
+$74.7M
5
Ameriprise
Ameriprise
Minnesota
+$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
751
Lion Street Advisors
Texas
$429K
NB
752
Northwest Bancshares
Pennsylvania
$426K
FA
753
Flagstar Advisors
New York
$423K
MWM
754
Meridian Wealth Management
Kentucky
$423K
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$422K
AG
756
AlTi Global
New York
$421K
FFS
757
Founders Financial Securities
Maryland
$420K
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$419K
HI
759
Horizon Investments
North Carolina
$419K
GJWM
760
Gilliland Jeter Wealth Management
Arkansas
$410K
AWA
761
Aaron Wealth Advisors
Illinois
$409K
HH
762
Hilltop Holdings
Texas
$408K
DCM
763
DGS Capital Management
New Jersey
$407K
PWM
764
Pines Wealth Management
North Carolina
$407K
MT
765
Midwest Trust
Kansas
$406K
CPL
766
CAP Partners LLC
Tennessee
$406K
TWM
767
Tanglewood Wealth Management
Texas
$405K
TW
768
TritonPoint Wealth
Maryland
$405K
CWM
769
Copia Wealth Management
Oregon
$401K
FFG
770
Foundry Financial Group
New Hampshire
$399K
HNB
771
Hilltop National Bank
Wyoming
$399K
TPI
772
Trust Point Inc
Wisconsin
$397K
RFG
773
REAP Financial Group
Texas
$392K
AWA
774
Acorn Wealth Advisors
Michigan
$391K
CWMA
775
Capstone Wealth Management (Alabama)
Alabama
$391K