EFV icon

iShares MSCI EAFE Value ETF

1,225 hedge funds and large institutions have $24.5B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 431 increasing their positions, 431 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 ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $23.7B → $24.5B (+$745M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
MPW
101
MA Private Wealth
California
$28.5M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$28.2M
SHIM
103
Stone House Investment Management
Pennsylvania
$27.8M
Lido Advisors
104
Lido Advisors
California
$27.8M
CP
105
Covenant Partners
Tennessee
$27.2M
BCI
106
Brinker Capital Investments
Pennsylvania
$27.1M
EWA
107
Exencial Wealth Advisors
Oklahoma
$26.9M
SW
108
SteelPeak Wealth
California
$26M
MOS
109
MGO One Seven
Ohio
$25.7M
VU
110
Valence8 US
Massachusetts
$25.7M
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$25.1M
MGWM
112
Marks Group Wealth Management
Minnesota
$25M
PWM
113
Perigon Wealth Management
California
$24.8M
HGWM
114
Horst & Graben Wealth Management
Oregon
$24.4M
BF
115
BOK Financial
Oklahoma
$23.7M
AWA
116
Arete Wealth Advisors
Illinois
$23.6M
EL
117
EQ LLC
Washington
$23.6M
CSWG
118
Cardinal Strategic Wealth Guidance
Kentucky
$23.6M
SB
119
Strategic Blueprint
Georgia
$23.3M
BGAI
120
Bruce G. Allen Investments
Colorado
$23.2M
HFA
121
High Falls Advisors
New York
$23M
SWM
122
Shakespeare Wealth Management
Wisconsin
$22.8M
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$22.8M
WIA
124
World Investment Advisors
California
$22.6M
AQR Capital Management
125
AQR Capital Management
Connecticut
$21.7M