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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
AIM
876
Anchor Investment Management
South Carolina
$87.1K
HNW
877
High Note Wealth
Minnesota
$82.3K
TFGT
878
TS Financial Group (TSFG)
Illinois
$80K
NWM
879
Navigoe Wealth Management
California
$79K
MPCG
880
Matrix Private Capital Group
New York
$77.9K
AWM
881
Abound Wealth Management
Tennessee
$77.2K
BA
882
Bellwether Advisors
Nebraska
$73.3K
HIA
883
Harbor Investment Advisory
Maryland
$72.7K
HI
884
Hoey Investments
Pennsylvania
$69.1K
GWSG
885
GPS Wealth Strategies Group
Colorado
$66.7K
OWA
886
Opal Wealth Advisors
New York
$65.5K
PGAM
887
Princeton Global Asset Management
New Jersey
$64.2K
HT
888
Headlands Technologies
Illinois
$63K
TRCT
889
Tower Research Capital (TRC)
New York
$62.4K
JWA
890
JFS Wealth Advisors
Pennsylvania
$60.9K
HWP
891
Highline Wealth Partners
California
$58.8K
ITIM
892
Indiana Trust & Investment Management
Indiana
$57.9K
WFA
893
Wells Financial Advisors
Massachusetts
$56.9K
KHC
894
Koesten Hirschmann & Crabtree
Kansas
$56.2K
APW
895
Atlantic Private Wealth
North Carolina
$54.4K
CF
896
Collier Financial
Colorado
$53.7K
Russell Investments Group
897
Russell Investments Group
United Kingdom
$53.5K
BBHC
898
Brown Brothers Harriman & Co
New York
$53K
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.9K
RF
900
Rossby Financial
Florida
$50.2K