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iShares MSCI EAFE Value ETF

1,214 hedge funds and large institutions have $24.2B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 430 increasing their positions, 428 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 capital invested

Capital invested by funds: $ → $

0.63% more ownership

Funds ownership: 86.86%87.49% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 428

Holders
1,214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
115
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
PEWA
776
Pacific Excel Wealth Advisors
California
$533K
EWM
777
Elevation Wealth Management
Minnesota
$530K
AT
778
American Trust
Kentucky
$528K
EFS
779
Essex Financial Services
Connecticut
$524K
MT
780
Midwest Trust
Kansas
$523K
MFF
781
Michels Family Financial
Texas
$523K
TP
782
Tranquility Partners
Tennessee
$521K
LBC
783
Lane Brothers & Co
Arizona
$517K
CA
784
Continuum Advisory
Idaho
$515K
FCM
785
Fortis Capital Management
Washington
$513K
LEA
786
Legacy Edge Advisors
New York
$505K
FMWA
787
Forvis Mazars Wealth Advisors
Missouri
$504K
LFA
788
Lauterbach Financial Advisors
Texas
$500K
OPCM
789
Osborne Partners Capital Management
California
$499K
NA
790
Novus Advisors
South Carolina
$496K
MIA
791
MainStreet Investment Advisors
Illinois
$495K
GHAM
792
Gilman Hill Asset Management
Connecticut
$493K
B
793
Bedminster
South Carolina
$492K
GJWM
794
Gilliland Jeter Wealth Management
Arkansas
$490K
DWA
795
Delap Wealth Advisory
Oregon
$487K
PP
796
Prosperity Planning
Missouri
$487K
SF
797
Summit Financial
New Jersey
$486K
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$485K
FA
799
Fermata Advisors
California
$481K
KF
800
Krilogy Financial
Missouri
$477K