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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
BCG
451
Breakwater Capital Group
New Jersey
$1.72M
VWM
452
Venturi Wealth Management
Texas
$1.7M
MWA
453
Merkkuri Wealth Advisors
New York
$1.7M
EWAL
454
Emergent Wealth Advisors, LLC
New York
$1.65M
KeyBank National Association
455
KeyBank National Association
Ohio
$1.65M
WS
456
Wedbush Securities
California
$1.65M
SWM
457
Sagace Wealth Management
Florida
$1.65M
T
458
Transce3nd
Texas
$1.64M
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$1.64M
WPWM
460
Windward Private Wealth Management
Kansas
$1.62M
KWA
461
Kingswood Wealth Advisors
California
$1.62M
MSRPS
462
Maryland State Retirement & Pension System
Maryland
$1.6M
BWA
463
Beam Wealth Advisors
Louisiana
$1.58M
CFD
464
Creative Financial Designs
Indiana
$1.57M
CAM
465
Concorde Asset Management
Michigan
$1.56M
HI
466
Harbour Investments
Wisconsin
$1.56M
BEI
467
Benjamin Edwards Inc
Missouri
$1.55M
SFG
468
Sovereign Financial Group
Connecticut
$1.55M
UF
469
Univest Financial
Pennsylvania
$1.55M
WFS
470
WealthGarden F.S.
California
$1.53M
AWM
471
Aprio Wealth Management
Georgia
$1.53M
FI
472
FWG Investments
Kentucky
$1.5M
FWMP
473
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M
TWP
474
Tempus Wealth Planning
California
$1.48M
TCA
475
Transcend Capital Advisors
New Jersey
$1.48M