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iShares MSCI EAFE Value ETF

1,086 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, 339 increasing their positions, 432 reducing their positions, and 44 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)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 432

Holders
1,086
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
OWA
76
Octavia Wealth Advisors
Ohio
$35.2M
WA
77
Waverly Advisors
Alabama
$35.2M
TA
78
Townsend & Associates
Colorado
$34.9M
CW
79
CreativeOne Wealth
Kansas
$34.7M
AG
80
Ascent Group
Virginia
$33.4M
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$33.1M
PCG
82
Prosperity Consulting Group
Maryland
$32.6M
SHJ
83
Sharkey, Howes & Javer
Colorado
$32.2M
CSP
84
Cary Street Partners
Virginia
$31.8M
KAS
85
Kestra Advisory Services
Texas
$31.7M
Franklin Resources
86
Franklin Resources
California
$31.1M
SHIM
87
Stone House Investment Management
Pennsylvania
$30.9M
IWM
88
IHT Wealth Management
Illinois
$30.7M
HighTower Advisors
89
HighTower Advisors
Illinois
$30.7M
WWG
90
West Wealth Group
California
$29M
ECM
91
Elgethun Capital Management
South Dakota
$28.8M
SW
92
SteelPeak Wealth
California
$28.6M
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$28.6M
FFA
94
Farther Finance Advisors
California
$28.3M
MPW
95
MA Private Wealth
California
$27.2M
ACA
96
Affinity Capital Advisors
California
$26.8M
SB
97
Strategic Blueprint
Georgia
$26.8M
CSWG
98
Cardinal Strategic Wealth Guidance
Kentucky
$26.6M
BCI
99
Brinker Capital Investments
Pennsylvania
$25.8M
EWA
100
Exencial Wealth Advisors
Oklahoma
$25.7M