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iShares MSCI EAFE Value ETF

1,039 hedge funds and large institutions have $23.6B invested in iShares MSCI EAFE Value ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 546 increasing their positions, 245 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+45
Holders Change %
+4.53%
% of All Funds
13.93%
Holding in Top 10
112
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.43%
% of All Funds
1.5%
New
112
Increased
546
Reduced
245
Closed
44
Calls
$82.7M
Puts
Net Calls
+$82.7M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Sagespring Wealth Partners
Tennessee
$67.7M +$3.37M +53,088 +5%
APW
52
Austin Private Wealth
Texas
$67.7M +$24.9M +392,011 +58%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$66.5M +$66.5M +1,048,145 New
Truist Financial
54
Truist Financial
North Carolina
$63M +$18.5M +291,860 +42%
SW
55
SoFi Wealth
California
$62M +$3.3M +52,055 +6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$58.5M +$14.7M +232,275 +34%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$57.4M +$328K +5,162 +0.6%
BPA
58
Beacon Pointe Advisors
California
$54.5M -$723K -11,394 -1%
AI
59
Atria Investments
North Carolina
$53.9M +$19.1M +301,508 +55%
Mariner
60
Mariner
Kansas
$50.6M +$8.25M +129,948 +19%
FAT
61
First American Trust
California
$48.2M +$15.9M +249,918 +49%
IWA
62
Icon Wealth Advisors
Texas
$46.5M +$14.2M +222,987 +44%
BAM
63
Brave Asset Management
New Jersey
$43.2M +$13.2M +207,171 +44%
Osaic Holdings
64
Osaic Holdings
Arizona
$41.3M +$2.22M +40,115 +6%
EWA
65
EP Wealth Advisors
California
$40M +$7.91M +124,583 +25%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$39.1M -$4.87M -76,736 -11%
TA
67
Townsend & Associates
Colorado
$37.3M -$4.75M -72,699 -11%
CW
68
CreativeOne Wealth
Kansas
$36.7M +$9.68M +152,533 +36%
OPAM
69
Ocean Park Asset Management
California
$36.7M
AG
70
Ascent Group
Virginia
$36.6M +$31.5M +495,924 +616%
Prudential Financial
71
Prudential Financial
New Jersey
$35.5M +$19M +298,687 +115%
IA
72
Integrity Alliance
Iowa
$34.8M +$1.98M +31,203 +6%
SHJ
73
Sharkey, Howes & Javer
Colorado
$33.7M +$12.4M +195,899 +58%
AAS
74
Avantax Advisory Services
Texas
$33M +$7.82M +123,143 +31%
SW
75
SteelPeak Wealth
California
$32.9M +$11.5M +180,752 +54%