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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
CWMK
551
Caliber Wealth Management (Kansas)
Kansas
$947K
MCA
552
MSH Capital Advisors
Arizona
$945K
CA
553
Clearstead Advisors
Ohio
$935K
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K
ACM
555
Absolute Capital Management
Pennsylvania
$908K
LJAC
556
L.J. Altfest & Co
New York
$902K
SC
557
Sierra Capital
Florida
$899K
WQ
558
Wealth Quarterback
New Jersey
$897K
PTC
559
Private Trust Company
Ohio
$896K
OCFG
560
O'Connor Financial Group
Illinois
$894K
MW
561
Marcum Wealth
Ohio
$883K
Lido Advisors
562
Lido Advisors
California
$882K
LA
563
Lifeworks Advisors
Michigan
$874K
LGG
564
Luts & Greenleigh Group
Maryland
$871K
CCM
565
Coldstream Capital Management
Washington
$870K
HFO
566
Heritage Family Offices
Arizona
$861K
SFA
567
Semmax Financial Advisors
North Carolina
$861K
GF
568
GGM Financials
Ohio
$831K
RFA
569
Resurgent Financial Advisors
Georgia
$830K
CCG
570
Catalina Capital Group
California
$829K
SC
571
SouthState Corp
Florida
$826K
AAS
572
Ameritas Advisory Services
Nebraska
$824K
EFG
573
Elios Financial Group
Ohio
$822K
FCFC
574
First Citizens Financial Corp
Iowa
$821K
AFO
575
Aurelius Family Office
New Hampshire
$819K