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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
BGAI
101
Bruce G. Allen Investments
Colorado
$19.2M
CSWG
102
Cardinal Strategic Wealth Guidance
Kentucky
$19.2M
BF
103
BOK Financial
Oklahoma
$19.1M
WWG
104
West Wealth Group
California
$19.1M
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$19M
IWC
106
Integrated Wealth Concepts
Massachusetts
$18.8M
SFA
107
Sequoia Financial Advisors
Ohio
$18.8M
RSWM
108
Robertson Stephens Wealth Management
California
$18.7M
IWM
109
IHT Wealth Management
Illinois
$18.6M
HGWM
110
Horst & Graben Wealth Management
Oregon
$18.4M
AWA
111
Arete Wealth Advisors
Illinois
$18M
HFA
112
High Falls Advisors
New York
$18M
SB
113
Strategic Blueprint
Georgia
$18M
SWM
114
Shakespeare Wealth Management
Wisconsin
$17.9M
CCA
115
Checchi Capital Advisers
California
$17.8M
GT
116
Greenleaf Trust
Michigan
$17M
LWA
117
Lineweaver Wealth Advisors
Ohio
$16.6M
OCM
118
One Capital Management
California
$16.4M
AQR Capital Management
119
AQR Capital Management
Connecticut
$16.2M
CIAS
120
CFS Investment Advisory Services
New Jersey
$16.1M
PL
121
Plancorp LLC
Missouri
$16M
WAM
122
Wakefield Asset Management
Colorado
$15.8M
FWP
123
FAS Wealth Partners
Kansas
$15.6M
KWM
124
Keebeck Wealth Management
Illinois
$15.5M
Prudential Financial
125
Prudential Financial
New Jersey
$15.4M