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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
ACM
576
Arlington Capital Management
Illinois
$801K
AFA
577
American Financial Advisors
Georgia
$798K
MAS
578
Madden Advisory Services
Florida
$783K
CPP
579
Capasso Planning Partners
South Carolina
$778K
OC
580
Opinicus Capital
Florida
$775K
NWA
581
New World Advisors
Massachusetts
$767K
SI
582
Stephens Inc
Arkansas
$767K
HCP
583
Hardin Capital Partners
South Carolina
$762K
ADL
584
Asset Dedication LLC
California
$762K
BIM
585
Bridges Investment Management
Nebraska
$757K
NWAG
586
Net Worth Advisory Group
Utah
$754K
RWM
587
Rialto Wealth Management
New York
$746K
PCIG
588
Partners Capital Investment Group
Massachusetts
$745K
AWM
589
Alterna Wealth Management
Texas
$742K
CA
590
Clune & Associates
Illinois
$742K
TSS
591
Two Sigma Securities
New York
$740K
QWP
592
Quotient Wealth Partners
Texas
$735K
FWM
593
FLP Wealth Management
Arkansas
$731K
LFA
594
LGT Financial Advisors
Texas
$721K
FIM
595
Freedom Investment Management
Connecticut
$719K
MFIM
596
Mesirow Financial Investment Management
Illinois
$719K
SWP
597
Semus Wealth Partners
Florida
$712K
MWG
598
Martin Worley Group
Utah
$702K
RF
599
RHS Financial
California
$701K
2L
600
25 LLC
Missouri
$699K