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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
WA
126
Wealth Alliance
New York
$15M
OPS
127
Orion Portfolio Solutions
Nebraska
$14.9M
BCI
128
Brinker Capital Investments
Pennsylvania
$14.9M
AI
129
Accredited Investors
Minnesota
$14.9M
OWA
130
One Wealth Advisors
California
$14.8M
VOYA Investment Management
131
VOYA Investment Management
Georgia
$14.7M
Charles Schwab
132
Charles Schwab
California
$14.7M
HWM
133
HighMark Wealth Management
Minnesota
$14.6M
PWA
134
Physician Wealth Advisors
Utah
$14.6M
PAG
135
Private Advisor Group
New Jersey
$14.2M
LRWA
136
Long Run Wealth Advisors
New York
$14M
SP
137
Stonebrook Private
Michigan
$14M
KFS
138
Kelly Financial Services
Massachusetts
$13.9M
Corient Private Wealth
139
Corient Private Wealth
Florida
$13.8M
BTI
140
Blue Trust Inc
Georgia
$13.8M
SWC
141
Spectrum Wealth Counsel
Indiana
$13.6M
FLA
142
Financial Life Advisors
Texas
$13.3M
PWM
143
Perigon Wealth Management
California
$12.8M
VCA
144
Verdence Capital Advisors
Maryland
$12.6M
Creative Planning
145
Creative Planning
Kansas
$12.5M
PFG
146
PAX Financial Group
Texas
$12.5M
MAM
147
MMA Asset Management
Pennsylvania
$12.3M
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$12.1M
KFSC
149
Keystone Financial Services (Colorado)
Colorado
$12M
Jane Street
150
Jane Street
New York
$11.9M