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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
NS
401
NBC Securities
Alabama
$2.28M
SF
402
SWP Financial
California
$2.28M
Kovitz Investment Group Partners
403
Kovitz Investment Group Partners
Illinois
$2.26M
CWP
404
Cyndeo Wealth Partners
Florida
$2.23M
BIG
405
Bush Investment Group
Georgia
$2.22M
D
406
Dentgroup
Louisiana
$2.18M
CB
407
Commerce Bank
Missouri
$2.18M
KWM
408
Kingsview Wealth Management
Oregon
$2.17M
AFTS
409
American Financial & Tax Strategies
New York
$2.15M
CWA
410
CogentBlue Wealth Advisors
Tennessee
$2.12M
VM
411
VPR Management
Texas
$2.1M
KAM
412
KEB Asset Management
Illinois
$2.1M
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$2.09M
SFS
414
Sowell Financial Services
Arkansas
$2.08M
TPCW
415
TD Private Client Wealth
New York
$2.08M
FHA
416
Flagship Harbor Advisors
Massachusetts
$2.07M
IIC
417
Ironwood Investment Counsel
Arizona
$2.06M
TWC
418
TD Waterhouse Canada
Ontario, Canada
$2.06M
NA
419
Navellier & Associates
Nevada
$2.06M
CRI
420
Commonwealth Retirement Investments
Virginia
$2.02M
FW
421
FullCircle Wealth
Texas
$2M
BIG
422
Brookwood Investment Group
Arizona
$1.98M
AC
423
Addison Capital
Pennsylvania
$1.94M
LIA
424
LifePlan Investment Advisors
North Carolina
$1.92M
AWM
425
Able Wealth Management
New Jersey
$1.91M