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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
WFC
826
Western Financial Corp
California
$215K
IAIM
827
International Assets Investment Management
Florida
$213K
MHFA
828
Mission Hills Financial Advisory
California
$213K
BAG
829
Bridgewealth Advisory Group
California
$213K
AFGAS
830
Allegiance Financial Group Advisory Services
Virginia
$212K
OC
831
Oarsman Capital
Wisconsin
$211K
RCM
832
Radnor Capital Management
Pennsylvania
$210K
WSFS
833
Wilmington Savings Fund Society
Delaware
$208K
PFA
834
Professional Financial Advisors
Nebraska
$207K
UFAC
835
Urban Financial Advisory Corp
Illinois
$207K
CMMS
836
Comprehensive Money Management Services
Florida
$207K
ACM
837
Aurdan Capital Management
Pennsylvania
$206K
MIM
838
Marco Investment Management
Georgia
$206K
WCM
839
Wealthcare Capital Management
Virginia
$206K
GFPC
840
Global Financial Private Client
Florida
$205K
AC
841
AlphaCore Capital
California
$204K
SQA
842
Simon Quick Advisors
New Jersey
$204K
SFG
843
Stonebridge Financial Group
Pennsylvania
$203K
MWP
844
Madison Wealth Partners
Wisconsin
$201K
CG
845
Cynosure Group
Utah
$200K
AIM
846
Advyzon Investment Management
Illinois
$198K
MFT
847
Moisand Fitzgerald Tamayo
Florida
$197K
HBW
848
Hazlett, Burt & Watson
West Virginia
$196K
ANBT
849
American National Bank & Trust
Texas
$192K
AG
850
AmeriFlex Group
Nevada
$192K