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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
GSEP
776
Golden State Equity Partners
California
$290K
MIA
777
Milestone Investment Advisors
Wisconsin
$287K
AFP
778
Ausdal Financial Partners
Iowa
$286K
HP
779
Holistic Planning
Texas
$284K
PCM
780
Pointe Capital Management
Michigan
$283K
AWM
781
Accurate Wealth Management
Florida
$283K
SWA
782
Stratos Wealth Advisors
Ohio
$278K
TWP
783
Total Wealth Planning
Ohio
$276K
AA
784
ABC Arbitrage
France
$275K
HCC
785
Hirtle Callaghan & Co
Pennsylvania
$275K
LWAM
786
Legacy Wealth Asset Management
Minnesota
$271K
CFGA
787
Cambridge Financial Group (Arizona)
Arizona
$271K
RWM
788
Ritholtz Wealth Management
New York
$270K
CNBT
789
Canandaigua National Bank & Trust
New York
$270K
BJL
790
Brighton Jones LLC
Washington
$267K
AWM
791
Avior Wealth Management
Nebraska
$264K
WTB
792
Washington Trust Bank
Washington
$264K
ML
793
McAdam LLC
Pennsylvania
$264K
PCIA
794
Prime Capital Investment Advisors
Kansas
$263K
SC
795
Schoolcraft Capital
Colorado
$263K
WHCI
796
W.H. Cornerstone Investments
Massachusetts
$263K
SWA
797
SOA Wealth Advisors
New York
$263K
CIA
798
Cape Investment Advisory
Georgia
$262K
EWP
799
Elevation Wealth Partners
California
$262K
FCI
800
Financial Counselors Inc
Kansas
$255K