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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
SP
201
Symmetry Partners
Connecticut
$8.27M
GWM
202
Geneos Wealth Management
Colorado
$8.18M
ASN
203
Advisory Services Network
Georgia
$8.08M
BHWM
204
Bay Harbor Wealth Management
Maryland
$8.03M
MGWM
205
Marks Group Wealth Management
Minnesota
$8.01M
NCM
206
Northwest Capital Management
Oregon
$7.99M
MAM
207
McLean Asset Management
Virginia
$7.74M
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$7.72M
FEG
209
Fund Evaluation Group
Ohio
$7.62M
HBS
210
Howard Bailey Securities
Indiana
$7.58M
Citigroup
211
Citigroup
New York
$7.54M
KOC
212
Koss-Olinger Consulting
Florida
$7.53M
William Blair & Company
213
William Blair & Company
Illinois
$7.49M
Northern Trust
214
Northern Trust
Illinois
$7.48M
CA
215
CSM Advisors
Pennsylvania
$7.45M
CWM
216
Certus Wealth Management
California
$7.44M
SCA
217
STALEY CAPITAL ADVISERS
Pennsylvania
$7.44M
KFG
218
Kingdom Financial Group
Arizona
$7.44M
AF
219
Allworth Financial
California
$7.43M
EL
220
EQ LLC
Washington
$7.41M
SCA
221
Snowden Capital Advisors
New York
$7.41M
SA
222
Sovran Advisors
California
$7.34M
FFN
223
Focus Financial Network
Minnesota
$7.24M
FMTCOCP
224
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7.05M
1SB
225
1ST Source Bank
Indiana
$7.02M