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iShares MSCI EAFE Value ETF

1,089 hedge funds and large institutions have $23.5B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 341 increasing their positions, 433 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)

21% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 433

Holders
1,089
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
DWM
801
Diversify Wealth Management
Utah
$339K
IIA
802
Integral Investment Advisors
California
$339K
GOCP
803
Great Oak Capital Partners
Massachusetts
$339K
BGWM
804
Bridge Generations Wealth Management
Florida
$337K
OWM
805
Opes Wealth Management
California
$336K
EP
806
Edgestream Partners
New Jersey
$333K
FDDB
807
Fidelity D&D Bancorp
Pennsylvania
$332K
IA
808
Inspire Advisors
Idaho
$331K
HCWM
809
Hidden Cove Wealth Management
Washington
$327K
SWM
810
Silverlake Wealth Management
Vermont
$324K
FA
811
FSA Advisors
Michigan
$323K
WPC
812
Wedmont Private Capital
Pennsylvania
$323K
IAIM
813
International Assets Investment Management
Florida
$320K
RCAG
814
Rehmann Capital Advisory Group
Michigan
$317K
GIA
815
Gladstone Institutional Advisory
Florida
$317K
CNBT
816
Canandaigua National Bank & Trust
New York
$316K
NRC
817
New Republic Capital
North Carolina
$315K
HIP
818
HUB Investment Partners
Texas
$314K
PWP
819
Parkwoods Wealth Partners
New York
$313K
LWAM
820
Legacy Wealth Asset Management
Minnesota
$312K
OPWM
821
Oregon Pacific Wealth Management
Oregon
$311K
CFGA
822
Cambridge Financial Group (Arizona)
Arizona
$311K
WFC
823
Western Financial Corp
California
$310K
NAMM
824
NorthStar Asset Management (Massachusetts)
Massachusetts
$310K
FWWM
825
Fiscal Wisdom Wealth Management
Connecticut
$308K