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iShares MSCI EAFE Value ETF

1,227 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 198 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 (+$751M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
LAS
776
Lloyd Advisory Services
Georgia
$543K
BW
777
Balance Wealth
Ohio
$539K
CIA
778
Cape Investment Advisory
Georgia
$536K
CCWM
779
Cassaday & Co Wealth Management
Virginia
$535K
PAM
780
Palisade Asset Management
Minnesota
$534K
PEWA
781
Pacific Excel Wealth Advisors
California
$533K
EWM
782
Elevation Wealth Management
Minnesota
$530K
AT
783
American Trust
Kentucky
$528K
EFS
784
Essex Financial Services
Connecticut
$524K
MT
785
Midwest Trust
Kansas
$523K
MFF
786
Michels Family Financial
Texas
$523K
TP
787
Tranquility Partners
Tennessee
$521K
LBC
788
Lane Brothers & Co
Arizona
$517K
CA
789
Continuum Advisory
Idaho
$515K
FCM
790
Fortis Capital Management
Washington
$513K
LEA
791
Legacy Edge Advisors
New York
$505K
FMWA
792
Forvis Mazars Wealth Advisors
Missouri
$504K
LFA
793
Lauterbach Financial Advisors
Texas
$500K
OPCM
794
Osborne Partners Capital Management
California
$499K
NA
795
Novus Advisors
South Carolina
$496K
MIA
796
MainStreet Investment Advisors
Illinois
$495K
GHAM
797
Gilman Hill Asset Management
Connecticut
$493K
B
798
Bedminster
South Carolina
$492K
GJWM
799
Gilliland Jeter Wealth Management
Arkansas
$490K
DWA
800
Delap Wealth Advisory
Oregon
$487K