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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
GWANC
201
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.3M
AWM
202
Able Wealth Management
New Jersey
$12.2M
ASN
203
Advisory Services Network
Georgia
$12.2M
VHAM
204
Van Hulzen Asset Management
California
$12.1M
RFA
205
RTD Financial Advisors
Pennsylvania
$12M
IFG
206
Independent Financial Group
California
$12M
SCA
207
Snowden Capital Advisors
New York
$12M
WP
208
WealthShield Partners
North Carolina
$11.8M
LAM
209
L2 Asset Management
Massachusetts
$11.7M
I
210
INVST
Indiana
$11.6M
PFA
211
Pettinga Financial Advisors
Indiana
$11.6M
SW
212
Simplicity Wealth
New Jersey
$11.4M
BHWM
213
Bay Harbor Wealth Management
Maryland
$11.4M
BW
214
BIP Wealth
Georgia
$11.3M
SFS
215
Security Financial Services
Indiana
$10.9M
Cerity Partners
216
Cerity Partners
New York
$10.8M
SA
217
Sovran Advisors
California
$10.7M
PS
218
Principal Securities
Iowa
$10.6M
FFWA
219
Forthright Family Wealth Advisory
Texas
$10.6M
SFG
220
Shum Financial Group
California
$10.5M
BCWM
221
Ball & Co Wealth Management
Tennessee
$10.5M
MAM
222
McLean Asset Management
Virginia
$10.4M
PFS
223
Prospera Financial Services
Texas
$10.4M
LI
224
LifeWealth Investments
Florida
$10.3M
FMTCOCP
225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.3M