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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
KFG
751
Kelly Financial Group
Connecticut
$328K
HIP
752
HUB Investment Partners
Texas
$328K
FCA
753
Fortis Capital Advisors
Kansas
$326K
SF
754
Summit Financial
New Jersey
$326K
PCS
755
Personal CFO Solutions
New Jersey
$323K
FCH
756
Freestone Capital Holdings
Washington
$321K
SPWG
757
Syntegra Private Wealth Group
Missouri
$321K
ES
758
Eagle Strategies
New York
$320K
IDA
759
Intelligence Driven Advisers
California
$319K
DWM
760
Diversify Wealth Management
Utah
$319K
BHPW
761
Beverly Hills Private Wealth
California
$318K
IAG
762
Investment Advisory Group
Massachusetts
$317K
BHWM
763
Beaird Harris Wealth Management
Texas
$317K
JJBC
764
James J. Burns & Company
New York
$312K
GC
765
GatePass Capital
Ohio
$310K
CGA
766
Crescent Grove Advisors
Illinois
$310K
SMA
767
Sage Mountain Advisors
Georgia
$306K
IFWM
768
Institute for Wealth Management
Colorado
$306K
CPA
769
Cardiff Park Advisors
California
$305K
IFA
770
Index Fund Advisors
California
$302K
PMFA
771
Plante Moran Financial Advisors
Michigan
$301K
MSA
772
Marino Stram & Associates
Massachusetts
$298K
IIA
773
Integral Investment Advisors
California
$295K
BGWM
774
Bridge Generations Wealth Management
Florida
$292K
OWM
775
Opes Wealth Management
California
$292K