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iShares MSCI EAFE Value ETF

1,109 hedge funds and large institutions have $23.7B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 350 increasing their positions, 440 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

4% more funds holding

Funds holding: 1,0631,109 (+46)

0% less capital invested

Capital invested by funds: $23.8B → $23.7B (-$99.2M)

4.61% less ownership

Funds ownership: 91.53%86.92% (-4.6%)

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 440

Holders
1,109
Holders Change
+46
Holders Change %
+4.33%
% of All Funds
14.56%
Holding in Top 10
99
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.91%
% of All Funds
1.3%
New
113
Increased
350
Reduced
440
Closed
46
Calls
$82.9M
Puts
Net Calls
+$82.9M
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$36.6M -$21.1M -319,662 -37%
OWA
77
Octavia Wealth Advisors
Ohio
$35.2M +$1.32M +19,993 +4%
WA
78
Waverly Advisors
Alabama
$35.2M +$1.15M +17,467 +3%
TA
79
Townsend & Associates
Colorado
$34.9M -$3.89M -59,001 -10%
CW
80
CreativeOne Wealth
Kansas
$34.7M -$4.46M -67,778 -12%
AG
81
Ascent Group
Virginia
$33.4M -$5.56M -84,460 -15%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$33.1M +$2.23M +33,847 +7%
PCG
83
Prosperity Consulting Group
Maryland
$32.6M +$17.8M +270,114 +128%
SHJ
84
Sharkey, Howes & Javer
Colorado
$32.2M -$3.77M -57,203 -11%
CSP
85
Cary Street Partners
Virginia
$31.8M +$2.65M +40,167 +9%
KAS
86
Kestra Advisory Services
Texas
$31.7M -$2.85M -43,204 -8%
Franklin Resources
87
Franklin Resources
California
$31.1M +$18.7M +283,565 +162%
SHIM
88
Stone House Investment Management
Pennsylvania
$30.9M -$3.86M -58,559 -11%
IWM
89
IHT Wealth Management
Illinois
$30.7M +$1.45M +22,054 +5%
HighTower Advisors
90
HighTower Advisors
Illinois
$30.7M -$171K -2,590 -0.6%
WWG
91
West Wealth Group
California
$29M -$2.43M -36,898 -8%
ECM
92
Elgethun Capital Management
South Dakota
$28.8M +$2.51M +38,044 +10%
SW
93
SteelPeak Wealth
California
$28.6M -$6.4M -97,130 -19%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$28.6M -$797K -12,100 -3%
FFA
95
Farther Finance Advisors
California
$28.3M +$2.68M +40,678 +11%
MPW
96
MA Private Wealth
California
$27.2M +$505K +7,663 +2%
ACA
97
Affinity Capital Advisors
California
$26.8M +$2.13M +32,376 +9%
SB
98
Strategic Blueprint
Georgia
$26.8M -$812K -12,324 -3%
CSWG
99
Cardinal Strategic Wealth Guidance
Kentucky
$26.6M -$1.25K -19 -0%
BCI
100
Brinker Capital Investments
Pennsylvania
$25.8M -$5.23M -79,476 -17%