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iShares MSCI EAFE Value ETF

996 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, 270 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: 270 | Existing positions reduced: 490

Holders
996
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
PIA
901
Powell Investment Advisors
Florida
$45.6K
SSB
902
Sandy Spring Bank
Maryland
$44.4K
PA
903
PSI Advisors
Florida
$44K
CJH
904
Christopher J. Hasenberg
Wisconsin
$43K
MMCM
905
Murphy & Mullick Capital Management
New York
$40.1K
TF
906
Tompkins Financial
New York
$38.4K
PFM
907
Phillips Financial Management
Indiana
$36.6K
SIC
908
Salem Investment Counselors
North Carolina
$36.1K
JFA
909
JNBA Financial Advisors
Minnesota
$32.4K
BWL
910
Bogart Wealth LLC
Virginia
$32.4K
BIM
911
Breakwater Investment Management
Washington
$31.1K
LB
912
Legacy Bridge
Iowa
$30.9K
GTAM
913
Global Trust Asset Management
Florida
$30.9K
RL
914
Rogco LP
Oklahoma
$29.4K
TCOV
915
Trust Company of Vermont
Vermont
$28.2K
OAJ
916
Ogorek Anthony Joseph
New York
$28K
AA
917
Addison Advisors
Vermont
$27.8K
IWM
918
IMG Wealth Management
Florida
$27.1K
CMA
919
Cedar Mountain Advisors
Oregon
$26.3K
RCM
920
Richardson Capital Management
Wisconsin
$25.1K
SRCM
921
Signature Resources Capital Management
California
$24.8K
S
922
SignatureFD
Georgia
$24K
OC
923
Oakworth Capital
Alabama
$22.3K
CFO
924
CVA Family Office
Colorado
$22.2K
CWP
925
Concord Wealth Partners
Virginia
$22.2K