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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
WA
276
Wealth Architects
California
$4.88M
EWA
277
Elevate Wealth Advisory
Georgia
$4.87M
MCA
278
Maryland Capital Advisors
Maryland
$4.81M
RT
279
Rockland Trust
Massachusetts
$4.8M
SFG
280
Shum Financial Group
California
$4.76M
FT
281
Fiduciary Trust
Massachusetts
$4.76M
AG
282
Ascent Group
Virginia
$4.75M
MCM
283
M1 Capital Management
Michigan
$4.68M
FWP
284
Firethorn Wealth Partners
Georgia
$4.67M
UAS
285
United Asset Strategies
New York
$4.67M
5W
286
5T Wealth
California
$4.66M
1WA
287
180 Wealth Advisors
Washington
$4.62M
MBT
288
Montecito Bank & Trust
California
$4.61M
BWCS
289
Beirne Wealth Consulting Services
Connecticut
$4.58M
PFP
290
Pinnacle Financial Partners
Tennessee
$4.57M
Legacy Financial Group (Iowa)
291
Legacy Financial Group (Iowa)
Iowa
$4.54M
RWP
292
RWA Wealth Partners
Massachusetts
$4.54M
MA
293
Mutual Advisors
Nebraska
$4.5M
NWM
294
Northwest Wealth Management
Iowa
$4.48M
TWM
295
Tradition Wealth Management
Minnesota
$4.46M
PFBT
296
Parkside Financial Bank & Trust
Missouri
$4.32M
RP
297
Riverwater Partners
Wisconsin
$4.26M
AWA
298
Arkadios Wealth Advisors
Georgia
$4.24M
CFO
299
Collective Family Office
Pennsylvania
$4.21M
PA
300
PFG Advisors
Arizona
$4.2M