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iShares MSCI EAFE Value ETF

996 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, 270 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: 270 | Existing positions reduced: 490

Holders
996
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
JHU
26
Johns Hopkins University
Maryland
$107M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$107M
OIA
28
OneDigital Investment Advisors
Kansas
$107M
RIG
29
RiverFront Investment Group
Virginia
$101M
EWM
30
Empirical Wealth Management
Washington
$101M
MMA
31
Miracle Mile Advisors
California
$98.1M
NA
32
NewEdge Advisors
Louisiana
$97.4M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$93.5M
OMC
34
Old Mission Capital
Illinois
$92.9M
TIAA Trust, National Association
35
TIAA Trust, National Association
North Carolina
$90.4M
M&T Bank
36
M&T Bank
New York
$85.8M
Raymond James Financial
37
Raymond James Financial
Florida
$84.3M
AA
38
Alesco Advisors
New York
$83.4M
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$80.5M
JC
40
JB Capital
Connecticut
$78.3M
SC
41
Savant Capital
Illinois
$74.9M
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$73.4M
AOI
43
Auto-Owners Insurance
Michigan
$71.5M
FIA
44
Foundations Investment Advisors
Arizona
$70.7M
DWM
45
Dynasty Wealth Management
Florida
$69.7M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$69.1M
AL
47
Aspiriant LLC
California
$66.9M
UCFA
48
United Capital Financial Advisors
Texas
$66.3M
MFG
49
Merit Financial Group
Georgia
$62.7M
AWM
50
AE Wealth Management
Kansas
$62.3M