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iShares MSCI EAFE Value ETF

1,039 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 546 increasing their positions, 245 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.93%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
112
Increased
546
Reduced
245
Closed
44
Calls
$82.7M
Puts
Net Calls
+$82.7M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Shares
Change %
Squarepoint
526
Squarepoint
New York
$1.26M +$213K +3,354 +20%
LA
527
Latitude Advisors
Florida
$1.25M -$101K -1,597 -7%
PTC
528
Private Trust Company
Ohio
$1.25M +$286K +4,513 +30%
JWM
529
JDH Wealth Management
California
$1.25M -$2.41K -38 -0.2%
MWM
530
McMill Wealth Management
Nebraska
$1.24M -$26.3K -414 -2%
QP
531
Quartz Partners
New York
$1.23M -$11.4K -180 -0.9%
GWMIA
532
Global Wealth Management Investment Advisory
Florida
$1.22M -$130K -2,052 -10%
AEPWM
533
Atlantic Edge Private Wealth Management
Florida
$1.22M -$6.03K -95 -0.5%
CFG
534
Cooper Financial Group
California
$1.21M -$647K -10,193 -35%
DWS
535
Discipline Wealth Solutions
South Carolina
$1.21M +$493K +7,765 +69%
TFA
536
Tobias Financial Advisors
Florida
$1.21M -$19.9K -313 -2%
CA
537
Clearstead Advisors
Ohio
$1.2M +$197K +3,108 +20%
QWM
538
Quadcap Wealth Management
Texas
$1.2M +$39.4K +620 +3%
WIM
539
Westside Investment Management
California
$1.2M -$44.9K -708 -4%
GWMR
540
GC Wealth Management RIA
Massachusetts
$1.19M +$62K +977 +5%
CCB
541
Country Club Bank
Missouri
$1.16M -$29K -457 -2%
MWA
542
MN Wealth Advisors
Kansas
$1.15M +$770K +12,135 +205%
MWP
543
MYCIO Wealth Partners
Pennsylvania
$1.14M +$24.6K +388 +2%
CF
544
Centaurus Financial
California
$1.14M +$37.7K +594 +3%
LFA
545
LGT Financial Advisors
Texas
$1.14M +$359K +5,663 +46%
SWP
546
Semus Wealth Partners
Florida
$1.13M +$362K +5,697 +47%
MCA
547
MSH Capital Advisors
Arizona
$1.11M +$94.8K +1,494 +9%
LI
548
LRI Investments
Florida
$1.11M +$14.6K +230 +1%
GFA
549
Gallagher Fiduciary Advisors
Illinois
$1.1M +$384K +6,055 +53%
Betterment LLC
550
Betterment LLC
New York
$1.1M +$77.7K +1,224 +8%