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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
MA
1026
Mosaic Advisors
Texas
EW
1027
Element Wealth
Mississippi
CFB
1028
Cullen/Frost Bankers
Texas
WWM
1029
Wagner Wealth Management
South Carolina
PCTC
1030
Perkins Coie Trust Company
Washington
SC
1031
Stephens Consulting
Michigan
HI
1032
Human Investing
Oregon
MFG
1033
Mendota Financial Group
Wisconsin
KA
1034
Kozak & Associates
Colorado
Simplex Trading
1035
Simplex Trading
Illinois
SAM
1036
Synergy Asset Management
Washington
HFS
1037
Hantz Financial Services
Michigan
POIA
1038
Pin Oak Investment Advisors
Texas
DCM
1039
Disciplina Capital Management
Tennessee
CJ
1040
Caitlin John
Michigan
RF
1041
Roxbury Financial
New Jersey
CB
1042
Community Bank
New York
TCG
1043
Transcendent Capital Group
Oklahoma
MFA
1044
McClarren Financial Advisors
Pennsylvania
MWM
1045
Mascoma Wealth Management
New Hampshire
CTA
1046
Colonial Trust Advisors
South Carolina
CTB
1047
Country Trust Bank
Illinois
SL
1048
Salomon & Ludwin
Virginia
FIA
1049
FPC Investment Advisory
California
SFC
1050
SYM Financial Corp
Indiana