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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
NW
676
Naviter Wealth
Arkansas
$473K
CA
677
CGN Advisors
Kansas
$472K
MCM
678
MAI Capital Management
Ohio
$467K
FTS
679
Fifth Third Securities
Ohio
$465K
Bessemer Group
680
Bessemer Group
New Jersey
$462K
RTL
681
Red Tortoise LLC
Georgia
$459K
BMCM
682
Bryn Mawr Capital Management
Pennsylvania
$458K
LRWM
683
Lord & Richards Wealth Management
Colorado
$457K
HCA
684
Harbour Capital Advisors
Virginia
$456K
PB
685
Pinnacle Bancorp
Nebraska
$456K
FA
686
Flagstar Advisors
New York
$455K
LFA
687
Lauterbach Financial Advisors
Texas
$452K
ATC
688
Argent Trust Co
Tennessee
$450K
CFFP
689
Center for Financial Planning
Michigan
$449K
CA
690
Claris Advisors
Missouri
$448K
LAS
691
Lloyd Advisory Services
Georgia
$441K
QCM
692
QRG Capital Management
Illinois
$440K
PAM
693
Palisade Asset Management
Minnesota
$440K
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$434K
DWA
695
Delap Wealth Advisory
Oregon
$432K
TP
696
Tranquility Partners
Tennessee
$430K
FTWA
697
Fifth Third Wealth Advisors
Ohio
$428K
OWP
698
ORG Wealth Partners
Texas
$421K
TPWA
699
TRUE Private Wealth Advisors
Oregon
$418K
PWM
700
PBMares Wealth Management
Virginia
$418K