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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
SIA
351
SkyView Investment Advisors
New Jersey
$3.01M
IA
352
IFG Advisory
Georgia
$2.99M
CWM
353
Centurion Wealth Management
Virginia
$2.99M
Millennium Management
354
Millennium Management
New York
$2.98M
TF
355
Theory Financial
Colorado
$2.97M
KFI
356
Key Financial Inc
Pennsylvania
$2.93M
CC
357
Copperleaf Capital
North Carolina
$2.92M
DSA
358
Droms Strauss Advisors
Missouri
$2.91M
HPM
359
Hoxton Planning & Management
West Virginia
$2.9M
WAL
360
W Advisors LLC
Tennessee
$2.9M
MA
361
MONECO Advisors
Connecticut
$2.89M
PFS
362
Prospera Financial Services
Texas
$2.88M
SFA
363
Salus Financial Advisors
Colorado
$2.85M
BFS
364
BridgePort Financial Solutions
Iowa
$2.85M
AWE
365
Avidian Wealth Enterprises
Texas
$2.84M
EWA
366
EverSource Wealth Advisors
Alabama
$2.83M
SWP
367
Stratos Wealth Partners
Ohio
$2.82M
Brown Advisory
368
Brown Advisory
Maryland
$2.82M
RIM
369
Redwood Investment Management
Arizona
$2.81M
WT
370
Whittier Trust
California
$2.81M
SFS
371
Summit Financial Strategies
Ohio
$2.81M
DWS
372
Dynamic Wealth Strategies
California
$2.79M
RFP
373
RCS Financial Planning
Maryland
$2.78M
DAS
374
Diversify Advisory Services
Utah
$2.77M
BWMG
375
Barnes Wealth Management Group
California
$2.77M