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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
FFWA
201
Forthright Family Wealth Advisory
Texas
$9.85M
BFPW
202
BOK Financial Private Wealth
Colorado
$9.76M
CWM
203
Certus Wealth Management
California
$9.72M
CA
204
CSM Advisors
Pennsylvania
$9.71M
SFG
205
Shum Financial Group
California
$9.64M
VAS
206
Vestmark Advisory Solutions
Massachusetts
$9.56M
FMTCOCP
207
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.55M
CB
208
Commerce Bank
Missouri
$9.52M
CAL
209
Capital Analysts LLC
Pennsylvania
$9.47M
AWM
210
Able Wealth Management
New Jersey
$9.4M
MCM
211
M1 Capital Management
Michigan
$9.22M
LI
212
LifeWealth Investments
Florida
$9.16M
SCM
213
Sterling Capital Management
North Carolina
$9.14M
CL
214
Choreo LLC
Illinois
$9.14M
SP
215
Symmetry Partners
Connecticut
$9.1M
SCA
216
STALEY CAPITAL ADVISERS
Pennsylvania
$9.05M
AC
217
Apella Capital
Connecticut
$9M
Caisse de Depot et Placement du Quebec (CDPQ)
218
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.99M
C1AG
219
Client 1st Advisory Group
Florida
$8.88M
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$8.85M
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.78M
MFA
222
Mayflower Financial Advisors
Massachusetts
$8.73M
KWM
223
Kingsview Wealth Management
Oregon
$8.58M
SWM
224
SigFig Wealth Management
California
$8.54M
LWM
225
Liberty Wealth Management
California
$8.53M