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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
WPC
726
Wedmont Private Capital
Pennsylvania
$362K
EFS
727
Essex Financial Services
Connecticut
$360K
TPI
728
Trust Point Inc
Wisconsin
$360K
Fisher Asset Management
729
Fisher Asset Management
Washington
$358K
BWA
730
Bordeaux Wealth Advisors
California
$357K
TSMHT
731
Thurston Springer Miller Herd & Titak
Indiana
$353K
TWM
732
Tanglewood Wealth Management
Texas
$352K
WBG
733
Wharton Business Group
Pennsylvania
$351K
AWA
734
Aaron Wealth Advisors
Illinois
$349K
MWA
735
MN Wealth Advisors
Kansas
$349K
NRC
736
New Republic Capital
North Carolina
$343K
TW
737
TritonPoint Wealth
Maryland
$342K
RFG
738
REAP Financial Group
Texas
$340K
CWMA
739
Capstone Wealth Management (Alabama)
Alabama
$340K
CBB
740
Citizens Business Bank
California
$339K
HFA
741
Hippocratic Financial Advisors
California
$339K
DWM
742
Dopkins Wealth Management
New York
$338K
HA
743
Herold Advisors
New York
$337K
BAM
744
Belpointe Asset Management
Nevada
$335K
SRB
745
Shotwell Rutter Baer
Michigan
$333K
AFG
746
Allegheny Financial Group
Pennsylvania
$333K
SS
747
Sunbelt Securities
Texas
$332K
AF
748
Advisornet Financial
Minnesota
$330K
PWM
749
Pines Wealth Management
North Carolina
$329K
National Bank of Canada
750
National Bank of Canada
Quebec, Canada
$329K