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iShares MSCI EAFE Value ETF

1,189 hedge funds and large institutions have $23.8B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 426 increasing their positions, 426 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 capital invested

Capital invested by funds: $ → $

0% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 426

0.73% less ownership

Funds ownership: 86.85%86.12% (-0.73%)

Holders
1,189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$38.9M
OWA
77
Octavia Wealth Advisors
Ohio
$38.7M
UB
78
UMB Bank
Missouri
$37.9M
TA
79
Townsend & Associates
Colorado
$37.6M
IA
80
Integrity Alliance
Iowa
$37.3M
EWA
81
EP Wealth Advisors
California
$36.6M
Goldman Sachs
82
Goldman Sachs
New York
$36.4M
WA
83
Waverly Advisors
Alabama
$35.7M
HighTower Advisors
84
HighTower Advisors
Illinois
$34.7M
KAS
85
Kestra Advisory Services
Texas
$33.9M
WFPG
86
Waller Financial Planning Group
Ohio
$33.5M
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$33.4M
IWM
88
IHT Wealth Management
Illinois
$33.1M
Franklin Resources
89
Franklin Resources
California
$33.1M
WWG
90
West Wealth Group
California
$32.7M
ECM
91
Elgethun Capital Management
South Dakota
$32.5M
AG
92
Ascent Group
Virginia
$31.2M
CW
93
CreativeOne Wealth
Kansas
$30.8M
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$30.1M
SHJ
95
Sharkey, Howes & Javer
Colorado
$29.8M
ACA
96
Affinity Capital Advisors
California
$29.6M
FPAS
97
Focus Partners Advisor Solutions
Missouri
$29.1M
MPW
98
MA Private Wealth
California
$28.5M
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$28.2M
SHIM
100
Stone House Investment Management
Pennsylvania
$27.8M