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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 %
SIMC
726
Squire Investment Management Company
Utah
$434K -$164K -2,579 -27%
AF
727
Advisornet Financial
Minnesota
$432K +$76.4K +1,204 +21%
PWM
728
PBMares Wealth Management
Virginia
$426K -$23.7K -374 -5%
APWA
729
Atlas Private Wealth Advisors
New Jersey
$425K +$13.1K +207 +3%
KWS
730
Keystone Wealth Services
California
$425K +$317 +5 +0.1%
PWM
731
Parkworth Wealth Management
California
$424K +$8.95K +141 +2%
Bessemer Group
732
Bessemer Group
New Jersey
$418K -$78.6K -1,239 -16%
OLVIG
733
Oliver Lagore Vanvalin Investment Group
Michigan
$416K +$416K +7,061 New
FA
734
Fermata Advisors
California
$415K -$14.1K -222 -3%
MCA
735
Midwest Capital Advisors
Michigan
$413K -$28.9K -455 -7%
HP
736
Holistic Planning
Texas
$411K +$106K +1,669 +35%
NA
737
Novus Advisors
South Carolina
$411K -$32.3K -509 -7%
NB
738
Northwest Bancshares
Pennsylvania
$411K -$1.14K -18 -0.3%
KA
739
Kovack Advisors
Florida
$408K -$121K -1,911 -23%
SFP
740
SwitchPoint Financial Planning
Utah
$407K +$407K +6,415 New
EWM
741
Evolution Wealth Management
Florida
$402K +$402K +6,327 New
PCIG
742
Partners Capital Investment Group
Massachusetts
$401K -$401K -6,323 -50%
PWM
743
Pines Wealth Management
North Carolina
$400K -$2.56K -40 -0.6%
WDL
744
Well Done LLC
Michigan
$395K +$91.4K +1,440 +30%
AG
745
AlTi Global
New York
$394K -$238K -3,753 -38%
CPL
746
CAP Partners LLC
Tennessee
$391K -$21.8K -343 -5%
MWM
747
Meridian Wealth Management
Kentucky
$391K +$1.08K +17 +0.3%
BWA
748
Bordeaux Wealth Advisors
California
$384K
TSS
749
Two Sigma Securities
New York
$384K -$413K -6,509 -52%
CWM
750
Copia Wealth Management
Oregon
$384K -$21.2K -334 -5%