We are live on ! Find out more
EFV icon

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
MBT
276
Montecito Bank & Trust
California
$7.18M
APP
277
Avantax Planning Partners
Iowa
$7.16M
GAM
278
Gotham Asset Management
New York
$7.16M
SCM
279
Sterling Capital Management
North Carolina
$7.15M
MWM
280
Mosley Wealth Management
California
$7.12M
EPW
281
Endeavor Private Wealth
Kansas
$6.97M
PIA
282
Polaris Investment Advisors
Massachusetts
$6.94M
MCM
283
M1 Capital Management
Michigan
$6.89M
SHF
284
Stage Harbor Financial
Massachusetts
$6.89M
PS
285
Principal Securities
Iowa
$6.78M
OWCM
286
One Wealth Capital Management
Arizona
$6.7M
LF
287
Lantz Financial
Illinois
$6.67M
SVWG
288
Shared Vision Wealth Group
United States
$6.6M
LWA
289
Lifelong Wealth Advisors
Minnesota
$6.54M
CG
290
Clifford Group
Massachusetts
$6.39M
MWM
291
McNaughton Wealth Management
California
$6.37M
NFW
292
Noble Family Wealth
Florida
$6.35M
CWL
293
Causey Wealth LLC
Colorado
$6.34M
KV
294
Kickstand Ventures
New York
$6.3M
GWP
295
Gen-Wealth Partners
Michigan
$6.25M
CAG
296
Csenge Advisory Group
Florida
$6.21M
SYBT
297
Stock Yards Bank & Trust
Kentucky
$6.1M
SLP
298
Storen Legacy Partners
Indiana
$6.08M
CWP
299
Corepath Wealth Partners
Arizona
$6.03M
SWP
300
ShoreHaven Wealth Partners
New Jersey
$6.01M