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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
SW
201
Simplicity Wealth
New Jersey
$9.95M
MAM
202
McLean Asset Management
Virginia
$9.87M
FFWA
203
Forthright Family Wealth Advisory
Texas
$9.85M
BFPW
204
BOK Financial Private Wealth
Colorado
$9.76M
CWM
205
Certus Wealth Management
California
$9.72M
CA
206
CSM Advisors
Pennsylvania
$9.71M
SFG
207
Shum Financial Group
California
$9.64M
VAS
208
Vestmark Advisory Solutions
Massachusetts
$9.56M
FMTCOCP
209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.55M
CB
210
Commerce Bank
Missouri
$9.52M
CAL
211
Capital Analysts LLC
Pennsylvania
$9.47M
AWM
212
Able Wealth Management
New Jersey
$9.4M
MCM
213
M1 Capital Management
Michigan
$9.22M
LI
214
LifeWealth Investments
Florida
$9.16M
SCM
215
Sterling Capital Management
North Carolina
$9.14M
CL
216
Choreo LLC
Illinois
$9.14M
SP
217
Symmetry Partners
Connecticut
$9.1M
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$9.05M
AC
219
Apella Capital
Connecticut
$9M
Caisse de Depot et Placement du Quebec (CDPQ)
220
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.99M
C1AG
221
Client 1st Advisory Group
Florida
$8.88M
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$8.85M
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.78M
MFA
224
Mayflower Financial Advisors
Massachusetts
$8.73M
AF
225
Allworth Financial
California
$8.7M