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iShares MSCI EAFE Value ETF

1,251 hedge funds and large institutions have $25.7B invested in iShares MSCI EAFE Value ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 404 increasing their positions, 496 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

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 117102 (-15)

19% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 496

Holders
1,251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$108M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
251
LiftPoint Family Wealth Advisors
New Jersey
$8.46M
CA
252
Capital Advantage
California
$8.42M
GCG
253
Gilbert Capital Group
Maine
$8.4M
CWA
254
Centerline Wealth Advisors
Kentucky
$8.4M
1SB
255
1ST Source Bank
Indiana
$8.31M
TPWA
256
Twin Peaks Wealth Advisors
California
$8.23M
IFG
257
Independent Financial Group
California
$8.14M
FFN
258
Focus Financial Network
Minnesota
$8.1M
CC
259
Courier Capital
New York
$8.1M
SWM
260
SigFig Wealth Management
California
$8.08M
KCM
261
Kathmere Capital Management
Pennsylvania
$7.95M
RWA
262
Resolute Wealth Advisor
Ohio
$7.94M
FFWA
263
Forthright Family Wealth Advisory
Texas
$7.81M
TVM
264
True Vision MN
Minnesota
$7.8M
TWC
265
TD Waterhouse Canada
Ontario, Canada
$7.63M
ACA
266
Atlas Capital Advisors
Wyoming
$7.6M
SFA
267
Seneca Financial Advisors
New York
$7.57M
DWT
268
Dorsey & Whitney Trust
South Dakota
$7.51M
PFPG
269
Pinnacle Financial Partners (Georgia)
Georgia
$7.45M
CWAI
270
Core Wealth Advisors (Indiana)
Indiana
$7.45M
BBWP
271
Beacon Bridge Wealth Partners
Pennsylvania
$7.36M
SWP
272
Stratos Wealth Partners
Ohio
$7.34M
IAA
273
Independent Advisor Alliance
North Carolina
$7.34M
LPFG
274
Landing Point Financial Group
Ohio
$7.34M
NP
275
NorthRock Partners
Minnesota
$7.24M