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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
VWWMG
651
Vermillion & White Wealth Management Group
Pennsylvania
$523K
OPCM
652
Osborne Partners Capital Management
California
$519K
CWM
653
Cornerstone Wealth Management
Missouri
$513K
NB
654
NBT Bank
New York
$513K
Nomura Asset Management
655
Nomura Asset Management
Japan
$511K
FP
656
Financial Perspectives
Minnesota
$509K
WWM
657
Western Wealth Management
Colorado
$503K
BWM
658
BCS Wealth Management
Tennessee
$501K
PFA
659
Pure Financial Advisors
California
$499K
HIGP
660
Hill Investment Group Partners
Missouri
$498K
Wealthfront Advisers
661
Wealthfront Advisers
California
$494K
KA
662
Kovack Advisors
Florida
$491K
MAMG
663
Milestone Asset Management Group
Connecticut
$491K
DRP
664
Decker Retirement Planning
Utah
$488K
AA
665
Argent Advisors
Louisiana
$487K
FPW
666
Fairvoy Private Wealth
Alabama
$487K
TFF
667
The Family Firm
Maryland
$486K
QHA
668
Quarry Hill Advisors
Minnesota
$484K
MC
669
Moors & Cabot
Massachusetts
$483K
CCWM
670
Cassaday & Co Wealth Management
Virginia
$479K
EAM
671
Empirical Asset Management
Massachusetts
$479K
S
672
Sachetta
Massachusetts
$476K
FLPIM
673
F.L. Putnam Investment Management
Massachusetts
$476K
FEM
674
Fulcrum Equity Management
Texas
$475K
MFF
675
Michels Family Financial
Texas
$474K