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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
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$1.25M
CWM
502
Congress Wealth Management
Massachusetts
$1.25M
DC
503
Davenport & Co
Virginia
$1.24M
MG
504
Mather Group
Illinois
$1.24M
OA
505
Operose Advisors
Wisconsin
$1.23M
RCM
506
Raleigh Capital Management
North Carolina
$1.22M
MWM
507
McMill Wealth Management
Nebraska
$1.18M
Citadel Advisors
508
Citadel Advisors
Florida
$1.18M
HKIMG
509
Hutchens & Kramer Investment Management Group
Indiana
$1.17M
IAN
510
Integrated Advisors Network
Texas
$1.17M
GSWM
511
Golden State Wealth Management
California
$1.16M
JWM
512
JDH Wealth Management
California
$1.16M
WIM
513
Westside Investment Management
California
$1.15M
QP
514
Quartz Partners
New York
$1.15M
BFA
515
Beacon Financial Advisory
Ohio
$1.15M
TFA
516
Tobias Financial Advisors
Florida
$1.14M
AEPWM
517
Atlantic Edge Private Wealth Management
Florida
$1.14M
SIS
518
Sound Income Strategies
Florida
$1.14M
AFW
519
Avantra Family Wealth
Pennsylvania
$1.12M
CCB
520
Country Club Bank
Missouri
$1.11M
AWP
521
Axis Wealth Partners
Rhode Island
$1.11M
MOS
522
MGO One Seven
Ohio
$1.11M
FA
523
Fedenia Advisers
Wisconsin
$1.1M
FHC
524
First Heartland Consultants
Missouri
$1.08M
QWM
525
Quadcap Wealth Management
Texas
$1.08M