EFV icon

iShares MSCI EAFE Value ETF

1,214 hedge funds and large institutions have $24.2B invested in iShares MSCI EAFE Value ETF in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 430 increasing their positions, 428 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 capital invested

Capital invested by funds: $ → $

0.63% more ownership

Funds ownership: 86.86%87.49% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 428

Holders
1,214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
115
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
AWM
201
Able Wealth Management
New Jersey
$12.2M
ASN
202
Advisory Services Network
Georgia
$12.2M
VHAM
203
Van Hulzen Asset Management
California
$12.1M
RFA
204
RTD Financial Advisors
Pennsylvania
$12M
SCA
205
Snowden Capital Advisors
New York
$12M
WP
206
WealthShield Partners
North Carolina
$11.8M
LAM
207
L2 Asset Management
Massachusetts
$11.7M
I
208
INVST
Indiana
$11.6M
PFA
209
Pettinga Financial Advisors
Indiana
$11.6M
SW
210
Simplicity Wealth
New Jersey
$11.4M
BHWM
211
Bay Harbor Wealth Management
Maryland
$11.4M
BW
212
BIP Wealth
Georgia
$11.3M
SFS
213
Security Financial Services
Indiana
$10.9M
Cerity Partners
214
Cerity Partners
New York
$10.8M
SA
215
Sovran Advisors
California
$10.7M
PS
216
Principal Securities
Iowa
$10.6M
FFWA
217
Forthright Family Wealth Advisory
Texas
$10.6M
SFG
218
Shum Financial Group
California
$10.5M
BCWM
219
Ball & Co Wealth Management
Tennessee
$10.5M
MAM
220
McLean Asset Management
Virginia
$10.4M
PFS
221
Prospera Financial Services
Texas
$10.4M
LI
222
LifeWealth Investments
Florida
$10.3M
FMTCOCP
223
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.3M
HBS
224
Howard Bailey Securities
Indiana
$10.2M
BFPW
225
BOK Financial Private Wealth
Colorado
$10.2M