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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: 1,0641,109 (+45)

0% less capital invested

Capital invested by funds: $23.8B → $23.7B (-$100M)

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
+45
Holders Change %
+4.23%
% 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
EWA
101
Exencial Wealth Advisors
Oklahoma
$25.7M -$39.5K -600 -0.2%
CP
102
Covenant Partners
Tennessee
$25.6M +$178K +2,707 +0.7%
HFA
103
High Falls Advisors
New York
$25.5M -$4.19M -63,670 -15%
HGWM
104
Horst & Graben Wealth Management
Oregon
$25M -$4.34M -65,854 -15%
FA
105
Fountainhead AM
New Jersey
$25M +$1.16M +17,564 +5%
PWM
106
Perigon Wealth Management
California
$24.7M +$3.01M +45,667 +14%
VU
107
Valence8 US
Massachusetts
$24M +$2.31M +35,048 +11%
KFSC
108
Keystone Financial Services (Colorado)
Colorado
$23.8M +$436K +6,623 +2%
AWA
109
Arete Wealth Advisors
Illinois
$22.7M +$917K +13,915 +4%
IWC
110
Integrated Wealth Concepts
Massachusetts
$22.6M -$6.56M -99,522 -23%
LFG
111
Larson Financial Group
Missouri
$22.1M -$6.82M -103,475 -24%
BGAI
112
Bruce G. Allen Investments
Colorado
$22.1M -$590K -8,960 -3%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$22.1M +$1.2M +18,170 +6%
SWM
114
Shakespeare Wealth Management
Wisconsin
$21.7M +$333K +5,049 +2%
BF
115
BOK Financial
Oklahoma
$21.6M +$80.9K +1,228 +0.4%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$21.4M +$477K +7,235 +2%
CIAS
117
CFS Investment Advisory Services
New Jersey
$20.8M -$6.03M -91,525 -23%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$20.2M -$5.31M -80,608 -21%
OWA
119
One Wealth Advisors
California
$20.1M -$3.7M -56,196 -16%
WA
120
Wealth Alliance
New York
$19.9M -$3.29M -49,955 -15%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$19.9M -$608K -9,232 -3%
Citadel Advisors
122
Citadel Advisors
Florida
$19.8M +$18.6M +282,016 +2,657%
AQR Capital Management
123
AQR Capital Management
Connecticut
$19.8M +$659K +10,004 +4%
KPWS
124
Kestra Private Wealth Services
Texas
$19.5M +$80.4K +1,220 +0.4%
PWA
125
Physician Wealth Advisors
Utah
$19.3M -$6.53M -99,191 -26%