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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
BA
851
Bristlecone Advisors
Washington
$191K
PA
852
Pineridge Advisors
Missouri
$179K
HB
853
Horizon Bancorp
Indiana
$172K
MHR
854
Matthew Hamilton Rosenberg
$170K
BCWM
855
Bartlett & Co Wealth Management
Ohio
$169K
QCG
856
Quadrant Capital Group
Ohio
$155K
Barclays
857
Barclays
United Kingdom
$154K
AAP
858
Arax Advisory Partners
Colorado
$147K
MIA
859
MeadowBrook Investment Advisors
Michigan
$147K
BL
860
Balentine LLC
Georgia
$145K
ZBNA
861
Zions Bancorporation, National Association
Utah
$139K
SAM
862
S.A. Mason
Michigan
$135K
LCM
863
Logan Capital Management
Pennsylvania
$135K
RIL
864
Rothschild Investment LLC
Illinois
$133K
FMII
865
Farmers & Merchants Investments Inc
Nebraska
$130K
JFG
866
JDM Financial Group
Texas
$123K
CPG
867
Cornerstone Planning Group
New Jersey
$123K
MA
868
MCF Advisors
Kentucky
$122K
GI
869
GAMMA Investing
California
$121K
TIM
870
Tortoise Investment Management
New York
$117K
WT
871
Washington Trust
Rhode Island
$114K
CWC
872
Carolinas Wealth Consulting
North Carolina
$113K
FFA
873
Founders Financial Alliance
North Carolina
$110K
AAG
874
Armstrong Advisory Group
Massachusetts
$96.4K
FGAM
875
Financial Gravity Asset Management
Texas
$95.9K