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iShares MSCI EAFE Value ETF

1,104 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 114 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 46 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:

14% less funds holding in top 10

Funds holding in top 10: 11599 (-16)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 437

Holders
1,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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 +$120M
2 +$85.9M
3 +$80.9M
4
FTUS
Flow Traders U.S.
New York
+$74.7M
5
Ameriprise
Ameriprise
Minnesota
+$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1076
Barrett & Company
Rhode Island
$3.19K
JWM
1077
JPL Wealth Management
Colorado
$3.13K
AWM
1078
AllSquare Wealth Management
New York
$3.05K
UB
1079
UMB Bank
Missouri
$2.98K
OHWP
1080
Oak Harbor Wealth Partners
North Carolina
$2.98K
BFS
1081
Burkett Financial Services
South Carolina
$2.88K
CWP
1082
Concord Wealth Partners
Virginia
$2.85K
NC
1083
North Capital
Utah
$2.83K
ME
1084
McIlrath & Eck
Washington
$2.71K
MAFA
1085
MJT & Associates Financial Advisory
Minnesota
$2.58K
LWA
1086
Lowe Wealth Advisors
Maryland
$2.51K
MBFW
1087
Morton Brown Family Wealth
Pennsylvania
$2.44K
PFA
1088
Pillar Financial Advisors
Kentucky
$2.38K
RF
1089
Roxbury Financial
New Jersey
$2.36K
PWM
1090
Provident Wealth Management
Tennessee
$2.24K
AFWM
1091
Abich Financial Wealth Management
Virginia
$2.04K
CAL
1092
Capital Advisors Ltd
Ohio
$2K
M
1093
MOTCO
Texas
$1.97K
FDW
1094
Fourth Dimension Wealth
Ohio
$1.84K
JGIA
1095
Jackson Grant Investment Advisers
Connecticut
$1.48K
SWIM
1096
Smallwood Wealth Investment Management
New Jersey
$1.42K
HPC
1097
HM Payson & Co
Maine
$1.36K
FW
1098
Fairway Wealth
Ohio
$1.22K
WWM
1099
Wolff Wiese Magana
California
$1.02K
CCM
1100
Cloud Capital Management
Washington
$1K