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iShares MSCI EAFE Value ETF

1,213 hedge funds and large institutions have $24.2B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 429 increasing their positions, 428 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: $ → $

0.63% more ownership

Funds ownership: 86.85%87.48% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 428

Holders
1,213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
115
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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$28.2M
SHIM
102
Stone House Investment Management
Pennsylvania
$27.8M
Lido Advisors
103
Lido Advisors
California
$27.8M
CP
104
Covenant Partners
Tennessee
$27.2M
BCI
105
Brinker Capital Investments
Pennsylvania
$27.1M
EWA
106
Exencial Wealth Advisors
Oklahoma
$26.9M
SW
107
SteelPeak Wealth
California
$26M
MOS
108
MGO One Seven
Ohio
$25.7M
VU
109
Valence8 US
Massachusetts
$25.7M
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$25.1M
MGWM
111
Marks Group Wealth Management
Minnesota
$25M
PWM
112
Perigon Wealth Management
California
$24.8M
HGWM
113
Horst & Graben Wealth Management
Oregon
$24.4M
BF
114
BOK Financial
Oklahoma
$23.7M
AWA
115
Arete Wealth Advisors
Illinois
$23.6M
EL
116
EQ LLC
Washington
$23.6M
CSWG
117
Cardinal Strategic Wealth Guidance
Kentucky
$23.6M
SB
118
Strategic Blueprint
Georgia
$23.3M
BGAI
119
Bruce G. Allen Investments
Colorado
$23.2M
HFA
120
High Falls Advisors
New York
$23M
SWM
121
Shakespeare Wealth Management
Wisconsin
$22.8M
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$22.8M
WIA
123
World Investment Advisors
California
$22.6M
AQR Capital Management
124
AQR Capital Management
Connecticut
$21.7M
KPWS
125
Kestra Private Wealth Services
Texas
$21.4M