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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 %
AWA
751
Aaron Wealth Advisors
Illinois
$383K +$6.67K +105 +2%
SRB
752
Shotwell Rutter Baer
Michigan
$381K -$12.7K -198 -3%
RCAG
753
Rehmann Capital Advisory Group
Michigan
$380K +$112K +1,771 +42%
TWM
754
Tanglewood Wealth Management
Texas
$379K
TW
755
TritonPoint Wealth
Maryland
$379K +$10.3K +162 +3%
WBG
756
Wharton Business Group
Pennsylvania
$378K
RFG
757
REAP Financial Group
Texas
$374K +$7.3K +115 +2%
NRC
758
New Republic Capital
North Carolina
$374K +$3.87K +61 +1%
VC
759
Veracity Capital
Georgia
$374K +$374K +5,886 New
FFG
760
Foundry Financial Group
New Hampshire
$373K +$373K +5,878 New
LFG
761
Lockerman Financial Group
California
$371K +$371K +5,852 New
HNB
762
Hilltop National Bank
Wyoming
$371K +$371K +5,850 New
TPI
763
Trust Point Inc
Wisconsin
$371K -$16.3K -256 -4%
WSFS
764
Wilmington Savings Fund Society
Delaware
$368K +$144K +2,273 +65%
CWMA
765
Capstone Wealth Management (Alabama)
Alabama
$366K
CBB
766
Citizens Business Bank
California
$365K
HFA
767
Hippocratic Financial Advisors
California
$365K
JJBC
768
James J. Burns & Company
New York
$363K +$26.6K +419 +8%
DWM
769
Dopkins Wealth Management
New York
$362K -$2.1K -33 -0.6%
KFG
770
Kelly Financial Group
Connecticut
$357K +$4.13K +65 +1%
AAS
771
Ameritas Advisory Services
Nebraska
$355K -$592K -9,329 -63%
HPC
772
Hobart Private Capital
North Carolina
$349K -$44.1K -694 -11%
MSA
773
Marino Stram & Associates
Massachusetts
$349K +$27.8K +438 +9%
AP
774
Americana Partners
Texas
$348K +$348K +5,488 New
DWM
775
Diversify Wealth Management
Utah
$346K