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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
SFSG
601
Sound Financial Strategies Group
Mississippi
$695K
JWCA
602
J.W. Cole Advisors
Florida
$693K
PCA
603
Pallas Capital Advisors
Massachusetts
$691K
FG
604
Foster Group
Iowa
$690K
BFG
605
Beacon Financial Group
Texas
$689K
BW
606
Balance Wealth
Ohio
$675K
GFA
607
Gallagher Fiduciary Advisors
Illinois
$668K
DWS
608
Discipline Wealth Solutions
South Carolina
$668K
MWAM
609
Manhattan West Asset Management
California
$648K
BP
610
BWM Planning
Texas
$640K
EL
611
EWA LLC
Pennsylvania
$638K
FCAM
612
First Citizens Asset Management
North Carolina
$634K
CCM
613
Cullen Capital Management
New York
$622K
MWM
614
Mission Wealth Management
California
$610K
AWM
615
Ariadne Wealth Management
California
$608K
JSL
616
JT Stratford LLC
Georgia
$607K
FCFC
617
First Commonwealth Financial Corp
Pennsylvania
$603K
TCWA
618
Turtle Creek Wealth Advisors
Texas
$601K
WPW
619
Waldron Private Wealth
Pennsylvania
$599K
VFO
620
Virtus Family Office
Texas
$598K
HIM
621
Hanlon Investment Management
New Jersey
$598K
HWM
622
Hemington Wealth Management
Virginia
$592K
FFA
623
Fragasso Financial Advisors
Pennsylvania
$588K
AG
624
AlTi Global
New York
$587K
WTC
625
WhitTier Trust Company
Nevada
$586K