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iShares MSCI EAFE Value ETF

1,227 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 198 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 (+$751M)

0% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 431

Holders
1,227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
FA
151
Fiducient Advisors
Illinois
$17.1M
KWM
152
Keebeck Wealth Management
Illinois
$17M
AI
153
Accredited Investors
Minnesota
$17M
RSWM
154
Robertson Stephens Wealth Management
California
$17M
STA
155
Summit Trail Advisors
New York
$17M
FLA
156
Financial Life Advisors
Texas
$17M
WAM
157
Wakefield Asset Management
Colorado
$16.6M
HWM
158
Hemming & Wealth Management
Michigan
$16.6M
MWP
159
Meridian Wealth Partners
Pennsylvania
$16.5M
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$16.2M
Comerica Bank
161
Comerica Bank
Texas
$16M
HWM
162
HighMark Wealth Management
Minnesota
$15.9M
ABC
163
Associated Banc-Corp
Wisconsin
$15.9M
YCG
164
Yeomans Consulting Group
Georgia
$15.7M
TWP
165
Triad Wealth Partners
Kansas
$15.7M
Creative Planning
166
Creative Planning
Kansas
$15.6M
CCM
167
Cullen Capital Management
New York
$15.6M
SL
168
SWMG LLC
Texas
$15.3M
SPIA
169
Steward Partners Investment Advisory
New York
$15.1M
AR
170
Apeiron RIA
Texas
$15M
KFG
171
Kingdom Financial Group
Arizona
$14.8M
Legacy Financial Group (Iowa)
172
Legacy Financial Group (Iowa)
Iowa
$14.7M
SFA
173
Sequoia Financial Advisors
Ohio
$14.7M
LWA
174
Lineweaver Wealth Advisors
Ohio
$14.6M
EFG
175
Elevated Financial Group
Indiana
$14.6M