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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
CFA
301
Cahill Financial Advisors
Minnesota
$4.18M
ZF
302
Zhang Financial
Michigan
$4.18M
MWM
303
Modern Wealth Management
Kansas
$4.16M
EPW
304
Endeavor Private Wealth
Kansas
$4.16M
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.15M
USCWA
306
U.S. Capital Wealth Advisors
Texas
$4.1M
SWM
307
Scissortail Wealth Management
Oklahoma
$4.05M
BWM
308
BlackDiamond Wealth Management
New York
$4.04M
LSA
309
Lansing Street Advisors
Pennsylvania
$4.02M
HG
310
Harbor Group
New Hampshire
$3.99M
WEG
311
World Equity Group
Illinois
$3.98M
LF
312
Lantz Financial
Illinois
$3.97M
NFW
313
Noble Family Wealth
Florida
$3.96M
QPWM
314
Quadrant Private Wealth Management
Pennsylvania
$3.96M
IFA
315
Interactive Financial Advisors
Illinois
$3.94M
LWA
316
Lifelong Wealth Advisors
Minnesota
$3.93M
NC
317
Napatree Capital
Rhode Island
$3.89M
P
318
Pitcairn
Pennsylvania
$3.88M
TPWA
319
Twin Peaks Wealth Advisors
California
$3.87M
CWM
320
Cranbrook Wealth Management
Michigan
$3.84M
YWM
321
Yukon Wealth Management
Kansas
$3.84M
CAG
322
Csenge Advisory Group
Florida
$3.83M
ATPW
323
Ashton Thomas Private Wealth
Arizona
$3.77M
FRA
324
FFG Retirement Advisors
Colorado
$3.76M
CCMG
325
Clark Capital Management Group
Pennsylvania
$3.74M