EFV icon

iShares MSCI EAFE Value ETF

1,096 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 343 increasing their positions, 437 reducing their positions, and 45 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: 343 | Existing positions reduced: 437

Holders
1,096
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
RSWM
151
Robertson Stephens Wealth Management
California
$16.1M
BTI
152
Blue Trust Inc
Georgia
$16M
MWP
153
Meridian Wealth Partners
Pennsylvania
$15.9M
CCM
154
Cullen Capital Management
New York
$15.7M
OAP
155
One Advisory Partners
Kansas
$15.7M
SPIA
156
Steward Partners Investment Advisory
New York
$15.3M
TWP
157
Triad Wealth Partners
Kansas
$15.1M
HWM
158
HighMark Wealth Management
Minnesota
$15.1M
ABC
159
Associated Banc-Corp
Wisconsin
$14.9M
SFA
160
Sequoia Financial Advisors
Ohio
$14.9M
MW
161
Maia Wealth
Colorado
$14.9M
KFS
162
Kelly Financial Services
Massachusetts
$14.7M
Comerica Bank
163
Comerica Bank
Texas
$14.7M
AR
164
Apeiron RIA
Texas
$14.7M
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
$14.6M
PFA
166
Pettinga Financial Advisors
Indiana
$14.5M
Creative Planning
167
Creative Planning
Kansas
$14.5M
SL
168
SWMG LLC
Texas
$14.3M
WPW
169
Watershed Private Wealth
Illinois
$14.1M
EL
170
EQ LLC
Washington
$14M
BCM
171
Brookstone Capital Management
Illinois
$13.8M
Corient Private Wealth
172
Corient Private Wealth
Florida
$13.7M
TWM
173
TSA Wealth Management
Texas
$13.6M
LWA
174
Lineweaver Wealth Advisors
Ohio
$13.5M
AWM
175
Apollon Wealth Management
South Carolina
$13.3M