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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
AA
376
Advisory Alpha
Michigan
$2.76M
CIS
377
Custom Index Systems
New York
$2.75M
GWP
378
Gateway Wealth Partners
Wisconsin
$2.72M
RW
379
Ridgeline Wealth
Arizona
$2.69M
SIM
380
Synergy Investment Management
Florida
$2.68M
RWS
381
Retirement Wealth Solutions
Wisconsin
$2.68M
IFS
382
Ifrah Financial Services
Arkansas
$2.67M
SWA
383
Sax Wealth Advisors
New Jersey
$2.65M
IA
384
IFP Advisors
Florida
$2.65M
O3W
385
Omni 360 Wealth
New Jersey
$2.6M
SAW
386
Signal Advisors Wealth
Michigan
$2.6M
NW
387
NewEdge Wealth
Pennsylvania
$2.6M
Principal Financial Group
388
Principal Financial Group
Iowa
$2.58M
LAM
389
L2 Asset Management
Massachusetts
$2.51M
SYBT
390
Stock Yards Bank & Trust
Kentucky
$2.48M
SRC
391
Shufro Rose & Co
New York
$2.45M
RW
392
Regimen Wealth
Georgia
$2.4M
HNB
393
Huntington National Bank
Ohio
$2.38M
HSBC Holdings
394
HSBC Holdings
United Kingdom
$2.38M
SFG
395
Sage Financial Group
Pennsylvania
$2.38M
BWA
396
BCU Wealth Advisors
Illinois
$2.37M
FFA
397
First Foundation Advisors
California
$2.32M
WF
398
Warner Financial
Maryland
$2.32M
EFG
399
Ehrlich Financial Group
California
$2.3M
RWP
400
Revolve Wealth Partners
New Jersey
$2.29M