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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
CI
626
Conning Inc
Connecticut
$585K
CIAS
627
Capital Investment Advisory Services
North Carolina
$585K
VFA
628
Valeo Financial Advisors
Indiana
$578K
CTWM
629
Cherry Tree Wealth Management
Minnesota
$574K
CG
630
Caprock Group
Idaho
$573K
PIA
631
Perennial Investment Advisors
California
$572K
TWCA
632
Two West Capital Advisors
Kansas
$570K
PFA
633
Pinnacle Family Advisors
Missouri
$570K
EAM
634
Evanson Asset Management
California
$569K
CAAM
635
Cornerstone Advisors Asset Management
Pennsylvania
$568K
SEIA
636
Signature Estate & Investment Advisors
California
$566K
MWA
637
Motive Wealth Advisors
Michigan
$556K
SIMC
638
Squire Investment Management Company
Utah
$555K
PW
639
PUREfi Wealth
Massachusetts
$553K
SAM
640
Smartleaf Asset Management
Massachusetts
$549K
LWM
641
Lodestone Wealth Management
Washington
$541K
OP
642
ORG Partners
Indiana
$541K
MHB
643
Midwest Heritage Bank
Iowa
$541K
SIC
644
Samalin Investment Counsel
New York
$537K
LSA
645
Lion Street Advisors
Texas
$535K
RDFA
646
Ritter Daniher Financial Advisory
Ohio
$530K
GIA
647
GHP Investment Advisors
Colorado
$529K
ESB
648
Essex Savings Bank
Connecticut
$529K
MFG
649
Magnus Financial Group
New York
$526K
MFG
650
MidWestOne Financial Group
Iowa
$526K