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iShares MSCI EAFE Value ETF

997 hedge funds and large institutions have $17.9B invested in iShares MSCI EAFE Value ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 490 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $19.3B → $17.9B (-$1.36B)

45% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 490

Holders
997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$91.7M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
226
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.94M
UW
227
Unique Wealth
Florida
$6.87M
AA
228
Ancora Advisors
Ohio
$6.83M
KCM
229
Kathmere Capital Management
Pennsylvania
$6.79M
SWM
230
Spire Wealth Management
Virginia
$6.78M
CAM
231
Cobblestone Asset Management
Virginia
$6.75M
C1AG
232
Client 1st Advisory Group
Florida
$6.72M
AssetMark Inc
233
AssetMark Inc
California
$6.69M
LI
234
LifeWealth Investments
Florida
$6.67M
SL
235
SWMG LLC
Texas
$6.65M
SPAS
236
Spectrum Planning & Advisory Services
California
$6.64M
BMWS
237
Brady Martz Wealth Solutions
North Dakota
$6.57M
CFO
238
Callan Family Office
Pennsylvania
$6.43M
SWM
239
SigFig Wealth Management
California
$6.41M
GIS
240
Grayhawk Investment Strategies
Alberta, Canada
$6.37M
NSIM
241
North Star Investment Management
Illinois
$6.37M
MFA
242
Mayflower Financial Advisors
Massachusetts
$6.33M
ACM
243
Ascent Capital Management
Oregon
$6.32M
CC
244
Courier Capital
New York
$6.3M
SWP
245
ShoreHaven Wealth Partners
New Jersey
$6.22M
PP
246
PrairieView Partners
Minnesota
$6.21M
CA
247
CoreCap Advisors
Michigan
$6.2M
GT
248
Glenmede Trust
Pennsylvania
$6.16M
WWA
249
WCG Wealth Advisors
Nevada
$6.09M
ACA
250
Atlas Capital Advisors
Wyoming
$6.06M