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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
PP
801
Prosperity Planning
Missouri
$487K
SF
802
Summit Financial
New Jersey
$486K
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$485K
SWP
804
Strategic Wealth Partners
Ohio
$485K
FA
805
Fermata Advisors
California
$481K
KF
806
Krilogy Financial
Missouri
$477K
BTWM
807
Baker Tilly Wealth Management
Wisconsin
$476K
PMFA
808
Plante Moran Financial Advisors
Michigan
$475K
WDL
809
Well Done LLC
Michigan
$472K
SIG
810
Spinnaker Investment Group
California
$470K
HCWM
811
Hidden Cove Wealth Management
Washington
$469K
EAM
812
Empirical Asset Management
Massachusetts
$458K
SFP
813
SwitchPoint Financial Planning
Utah
$458K
AFGAS
814
Allegiance Financial Group Advisory Services
Virginia
$453K
PCIG
815
Partners Capital Investment Group
Massachusetts
$452K
LLWM
816
Life Line Wealth Management
California
$451K
PWM
817
Pines Wealth Management
North Carolina
$450K
HP
818
Holistic Planning
Texas
$449K
NB
819
Northwest Bancshares
Pennsylvania
$449K
AF
820
Advisornet Financial
Minnesota
$448K
SIMC
821
Squire Investment Management Company
Utah
$444K
AG
822
AlTi Global
New York
$443K
TPI
823
Trust Point Inc
Wisconsin
$443K
CWM
824
Copia Wealth Management
Oregon
$442K
SPWG
825
Syntegra Private Wealth Group
Missouri
$441K