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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
TWM
176
TSA Wealth Management
Texas
$9.99M
MWP
177
Meridian Wealth Partners
Pennsylvania
$9.83M
OAP
178
One Advisory Partners
Kansas
$9.72M
WIA
179
World Investment Advisors
California
$9.6M
FFWA
180
Forthright Family Wealth Advisory
Texas
$9.57M
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.35M
FHA
182
First Horizon Advisors
Tennessee
$9.3M
CAWM
183
Capital A Wealth Management
Pennsylvania
$9.28M
KG
184
Kilter Group
New York
$9.24M
Renaissance Technologies
185
Renaissance Technologies
New York
$9.24M
AR
186
Apeiron RIA
Texas
$9.19M
PS
187
Principal Securities
Iowa
$9.1M
Comerica Bank
188
Comerica Bank
Texas
$9.08M
BFPW
189
BOK Financial Private Wealth
Colorado
$9.07M
MGIA
190
Moneta Group Investment Advisors
Missouri
$9.02M
PWPS
191
Pinnacle Wealth Planning Services
Ohio
$8.94M
SL
192
Sentinus LLC
Illinois
$8.82M
BCM
193
Brookstone Capital Management
Illinois
$8.65M
I
194
INVST
Indiana
$8.64M
SW
195
Simplicity Wealth
New Jersey
$8.59M
VHAM
196
Van Hulzen Asset Management
California
$8.56M
TWP
197
Triad Wealth Partners
Kansas
$8.49M
WP
198
WealthShield Partners
North Carolina
$8.49M
RIA
199
Regal Investment Advisors
Michigan
$8.41M
AC
200
Apella Capital
Connecticut
$8.3M