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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
SFS
176
Security Financial Services
Indiana
$12.9M
RIA
177
Regal Investment Advisors
Michigan
$12.8M
WP
178
WealthShield Partners
North Carolina
$12.5M
BAAM
179
Baker Avenue Asset Management
California
$12.4M
ASN
180
Advisory Services Network
Georgia
$12.4M
GRP
181
Global Retirement Partners
California
$12.2M
MGIA
182
Moneta Group Investment Advisors
Missouri
$12M
FFN
183
Focus Financial Network
Minnesota
$11.9M
ICMM
184
Integrated Capital Management (Michigan)
Michigan
$11.8M
RFA
185
RTD Financial Advisors
Pennsylvania
$11.7M
SA
186
Sovran Advisors
California
$11.6M
GWANC
187
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M
BHWM
188
Bay Harbor Wealth Management
Maryland
$11.5M
William Blair & Company
189
William Blair & Company
Illinois
$11.5M
PWPS
190
Pinnacle Wealth Planning Services
Ohio
$11.5M
UW
191
Unique Wealth
Florida
$11.4M
AssetMark Inc
192
AssetMark Inc
California
$11.3M
SCA
193
Snowden Capital Advisors
New York
$10.9M
Cerity Partners
194
Cerity Partners
New York
$10.7M
BW
195
BIP Wealth
Georgia
$10.6M
Citigroup
196
Citigroup
New York
$10.5M
VHAM
197
Van Hulzen Asset Management
California
$10.3M
AA
198
Ancora Advisors
Ohio
$10.2M
SW
199
Simplicity Wealth
New Jersey
$9.95M
MAM
200
McLean Asset Management
Virginia
$9.87M