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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
DL
326
DOHJ LLC
Washington
$3.71M
BOSSRA
327
B.O.S.S. Retirement Advisors
Utah
$3.68M
FWMM
328
Foundation Wealth Management (Missouri)
Missouri
$3.66M
BBWP
329
Beacon Bridge Wealth Partners
Pennsylvania
$3.65M
DI
330
Disciplined Investments
Oklahoma
$3.63M
MSWMA
331
Market Street Wealth Management Advisors
Indiana
$3.6M
Financial Engines Advisors
332
Financial Engines Advisors
California
$3.59M
MCCA
333
Mill Creek Capital Advisors
Pennsylvania
$3.59M
TCM
334
Telos Capital Management
California
$3.56M
MYIA
335
Mount Yale Investment Advisors
Colorado
$3.5M
BBA
336
Braun-Bostich & Associates
Pennsylvania
$3.49M
CA
337
Claro Advisors
Massachusetts
$3.47M
VW
338
Vance Wealth
California
$3.42M
VCP
339
Verus Capital Partners
Arizona
$3.39M
EH
340
Equitable Holdings
New York
$3.38M
SCM
341
SOL Capital Management
Maryland
$3.38M
MLA
342
My Legacy Advisors
Oregon
$3.34M
WANY
343
Wealthspire Advisors (New York)
New York
$3.33M
AL
344
ADE LLC
Maryland
$3.29M
RA
345
RFG Advisory
Alabama
$3.29M
IF
346
Intrua Financial
Texas
$3.26M
NFP
347
Narus Financial Partners
Utah
$3.15M
CFG
348
Clayton Financial Group
Missouri
$3.15M
CIBC World Market
349
CIBC World Market
Ontario, Canada
$3.12M
ANTB
350
AMG National Trust Bank
Colorado
$3.01M