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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
VPP
251
Vertex Planning Partners
Illinois
$5.98M
SFA
252
Seneca Financial Advisors
New York
$5.98M
NP
253
NorthRock Partners
Minnesota
$5.97M
CA
254
Capital Advantage
California
$5.96M
WFPG
255
Waller Financial Planning Group
Ohio
$5.83M
AWM
256
Apollon Wealth Management
South Carolina
$5.82M
HWM
257
Hobbs Wealth Management
Indiana
$5.7M
TVM
258
True Vision MN
Minnesota
$5.7M
SHF
259
Stage Harbor Financial
Massachusetts
$5.68M
EA
260
Efficient Advisors
Ohio
$5.66M
CAL
261
Capital Analysts LLC
Pennsylvania
$5.65M
DWT
262
Dorsey & Whitney Trust
South Dakota
$5.55M
APP
263
Avantax Planning Partners
Iowa
$5.5M
GWP
264
Gen-Wealth Partners
Michigan
$5.48M
LWM
265
Liberty Wealth Management
California
$5.34M
SVWG
266
Shared Vision Wealth Group
United States
$5.29M
DWM
267
Drive Wealth Management
Utah
$5.25M
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$5.24M
OWCM
269
One Wealth Capital Management
Arizona
$5.24M
MWM
270
McNaughton Wealth Management
California
$5.23M
GAM
271
Gotham Asset Management
New York
$5.23M
CG
272
Clifford Group
Massachusetts
$5.12M
KV
273
Kickstand Ventures
New York
$5.1M
CWP
274
Corepath Wealth Partners
Arizona
$5.06M
EFH
275
Eaton Financial Holdings
Florida
$4.89M