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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
CP
101
Covenant Partners
Tennessee
$25.6M
HFA
102
High Falls Advisors
New York
$25.5M
HGWM
103
Horst & Graben Wealth Management
Oregon
$25M
FA
104
Fountainhead AM
New Jersey
$25M
PWM
105
Perigon Wealth Management
California
$24.7M
VU
106
Valence8 US
Massachusetts
$24M
KFSC
107
Keystone Financial Services (Colorado)
Colorado
$23.8M
AWA
108
Arete Wealth Advisors
Illinois
$22.7M
IWC
109
Integrated Wealth Concepts
Massachusetts
$22.6M
LFG
110
Larson Financial Group
Missouri
$22.1M
BGAI
111
Bruce G. Allen Investments
Colorado
$22.1M
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$22.1M
SWM
113
Shakespeare Wealth Management
Wisconsin
$21.7M
BF
114
BOK Financial
Oklahoma
$21.6M
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$21.4M
CIAS
116
CFS Investment Advisory Services
New Jersey
$20.8M
FPAS
117
Focus Partners Advisor Solutions
Missouri
$20.2M
OWA
118
One Wealth Advisors
California
$20.1M
WA
119
Wealth Alliance
New York
$19.9M
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$19.9M
Citadel Advisors
121
Citadel Advisors
Florida
$19.8M
AQR Capital Management
122
AQR Capital Management
Connecticut
$19.8M
KPWS
123
Kestra Private Wealth Services
Texas
$19.5M
PWA
124
Physician Wealth Advisors
Utah
$19.3M
PAG
125
Private Advisor Group
New Jersey
$19.1M