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iShares MSCI EAFE Value ETF

996 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, 270 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: 270 | Existing positions reduced: 490

Holders
996
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
Stifel Financial
51
Stifel Financial
Missouri
$61.9M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$61M
SWP
53
Sagespring Wealth Partners
Tennessee
$59.7M
SW
54
SoFi Wealth
California
$54.5M
PLFA
55
Pacific Life Fund Advisors
California
$54M
FSWA
56
Financial Synergies Wealth Advisors
Texas
$53M
BPA
57
Beacon Pointe Advisors
California
$51.3M
LFG
58
Larson Financial Group
Missouri
$44.9M
AWMS
59
Advocacy Wealth Management Services
Georgia
$41.7M
Osaic Holdings
60
Osaic Holdings
Arizona
$41.6M
Truist Financial
61
Truist Financial
North Carolina
$41.3M
Natixis Advisors
62
Natixis Advisors
Massachusetts
$40.8M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$40.7M
APW
64
Austin Private Wealth
Texas
$39.7M
Mariner
65
Mariner
Kansas
$39.3M
TA
66
Townsend & Associates
Colorado
$37.6M
OPAM
67
Ocean Park Asset Management
California
$36.7M
AI
68
Atria Investments
North Carolina
$32.3M
AWS
69
Atria Wealth Solutions
New York
$32.3M
IA
70
Integrity Alliance
Iowa
$30.5M
WA
71
Waverly Advisors
Alabama
$30.3M
FAT
72
First American Trust
California
$30M
IWA
73
Icon Wealth Advisors
Texas
$30M
EWA
74
EP Wealth Advisors
California
$29.8M
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$29.3M