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iShares MSCI EAFE Value ETF

1,096 hedge funds and large institutions have $23.6B 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
1,096
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
JJBC
776
James J. Burns & Company
New York
$384K
HP
777
Holistic Planning
Texas
$382K
MYIA
778
Mount Yale Investment Advisors
Colorado
$381K
SS
779
Sunbelt Securities
Texas
$379K
KFG
780
Kelly Financial Group
Connecticut
$379K
BCM
781
Becker Capital Management
Oregon
$379K
BHWM
782
Beaird Harris Wealth Management
Texas
$377K
KA
783
Kovack Advisors
Florida
$376K
PMFA
784
Plante Moran Financial Advisors
Michigan
$375K
AP
785
Americana Partners
Texas
$375K
WBG
786
Wharton Business Group
Pennsylvania
$374K
MSA
787
Marino Stram & Associates
Massachusetts
$373K
SRB
788
Shotwell Rutter Baer
Michigan
$373K
LLWM
789
Life Line Wealth Management
California
$368K
SF
790
Synovus Financial
Georgia
$368K
IDA
791
Intelligence Driven Advisers
California
$367K
BHPW
792
Beverly Hills Private Wealth
California
$363K
IAG
793
Investment Advisory Group
Massachusetts
$362K
HPC
794
Hobart Private Capital
North Carolina
$362K
FWI
795
Facet Wealth Inc
Maryland
$359K
RF
796
RHS Financial
California
$358K
CGA
797
Crescent Grove Advisors
Illinois
$357K
CPA
798
Cardiff Park Advisors
California
$354K
SMA
799
Sage Mountain Advisors
Georgia
$353K
IFWM
800
Institute for Wealth Management
Colorado
$352K