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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
PCG
151
Prosperity Consulting Group
Maryland
$11.9M
JIC
152
Johnson Investment Counsel
Ohio
$11.9M
QC
153
Quent Capital
New York
$11.9M
CWS
154
Cypress Wealth Services
California
$11.9M
SA
155
Scarborough Advisors
Maryland
$11.8M
MW
156
Maia Wealth
Colorado
$11.7M
SPIA
157
Steward Partners Investment Advisory
New York
$11.5M
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$11.2M
TC
159
TownSquare Capital
Utah
$11.1M
TF
160
Trek Financial
Arizona
$11M
SFS
161
Security Financial Services
Indiana
$10.8M
SXL
162
Summit X LLC
Missouri
$10.7M
ACA
163
Aptus Capital Advisors
Alabama
$10.7M
WPW
164
Watershed Private Wealth
Illinois
$10.7M
BAAM
165
Baker Avenue Asset Management
California
$10.7M
ABC
166
Associated Banc-Corp
Wisconsin
$10.6M
NEWAS
167
N.E.W. Advisory Services
Wisconsin
$10.6M
Cerity Partners
168
Cerity Partners
New York
$10.6M
BW
169
BIP Wealth
Georgia
$10.4M
CL
170
Choreo LLC
Illinois
$10.4M
PFA
171
Pettinga Financial Advisors
Indiana
$10.4M
SCM
172
Sterling Capital Management
North Carolina
$10.3M
VAS
173
Vestmark Advisory Solutions
Massachusetts
$10.2M
RFA
174
RTD Financial Advisors
Pennsylvania
$10.1M
P
175
&Partners
Tennessee
$10M