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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
IFWM
876
Institute for Wealth Management
Colorado
$366K
BAMG
877
Brand Asset Management Group
Missouri
$365K
KFG
878
Kelly Financial Group
Connecticut
$365K
IAP
879
Indie Asset Partners
Indiana
$359K
PCIA
880
Prime Capital Investment Advisors
Kansas
$357K
CFG
881
Compass Financial Group
Ohio
$356K
IAIM
882
International Assets Investment Management
Florida
$356K
WA
883
Waystone Advisors
Washington
$355K
IAG
884
Investment Advisory Group
Massachusetts
$355K
BGWM
885
Bridge Generations Wealth Management
Florida
$354K
OWM
886
Opes Wealth Management
California
$354K
IFA
887
Index Fund Advisors
California
$351K
BHPW
888
Beverly Hills Private Wealth
California
$349K
RF
889
RHS Financial
California
$348K
WPC
890
Wedmont Private Capital
Pennsylvania
$346K
IWMO
891
Integrated Wealth Management (Ohio)
Ohio
$345K
VDC
892
Van Diest Capital
Iowa
$342K
IIA
893
Integral Investment Advisors
California
$336K
OPWM
894
Oregon Pacific Wealth Management
Oregon
$332K
EWP
895
Elevation Wealth Partners
California
$331K
CWP
896
Curated Wealth Partners
California
$331K
PWP
897
Parkwoods Wealth Partners
New York
$329K
NG
898
Novem Group
New York
$328K
NRC
899
New Republic Capital
North Carolina
$327K
FDDB
900
Fidelity D&D Bancorp
Pennsylvania
$327K