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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
CWA
476
Clearview Wealth Advisors
Oregon
$1.47M
Franklin Resources
477
Franklin Resources
California
$1.47M
GVAG
478
Great Valley Advisor Group
Delaware
$1.45M
HS
479
Horan Securities
United States
$1.45M
FWM
480
Fortress Wealth Management
California
$1.44M
KP
481
Keel Point
Alabama
$1.43M
CM
482
Columbus Macro
Pennsylvania
$1.4M
NHC
483
Nicholas Hoffman & Company
Georgia
$1.39M
OC
484
Oppenheimer & Co
New York
$1.39M
AWMNH
485
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.37M
FWP
486
Falcon Wealth Planning
California
$1.37M
CAM
487
Cresset Asset Management
Illinois
$1.34M
ACP
488
Aveo Capital Partners
Colorado
$1.34M
IBOK
489
Independence Bank of Kentucky
Kentucky
$1.34M
FWA
490
FSC Wealth Advisors
New York
$1.33M
LA
491
LVW Advisors
New York
$1.31M
PCA
492
Prosperity Capital Advisors
Ohio
$1.3M
SCM
493
SCS Capital Management
Massachusetts
$1.3M
MCM
494
Mainstream Capital Management
California
$1.29M
CAM
495
Campion Asset Management
Virginia
$1.29M
APC
496
Aspire Private Capital
North Carolina
$1.28M
DADC
497
D.A. Davidson & Co
Montana
$1.28M
SAI
498
Savvy Advisors Inc
New York
$1.26M
ISFAN
499
Investor's Fiduciary Advisor Network
Washington
$1.26M
LA
500
Latitude Advisors
Florida
$1.26M