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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
ATS
301
Ashton Thomas Securities
New York
$6.01M
MFA
302
Mayflower Financial Advisors
Massachusetts
$5.97M
FT
303
Fiduciary Trust
Massachusetts
$5.92M
CCMG
304
Clark Capital Management Group
Pennsylvania
$5.91M
PA
305
PFG Advisors
Arizona
$5.86M
CCM
306
Cullen Capital Management
New York
$5.85M
UBS AM
307
UBS AM
Illinois
$5.83M
UAS
308
United Asset Strategies
New York
$5.8M
RT
309
Rockland Trust
Massachusetts
$5.75M
CPG
310
Cornerstone Planning Group
New Jersey
$5.71M
GWM
311
Geneos Wealth Management
Colorado
$5.66M
CIS
312
Custom Index Systems
New York
$5.66M
KOC
313
Koss-Olinger Consulting
Florida
$5.66M
MCA
314
Midwest Capital Advisors
Michigan
$5.62M
PFBT
315
Parkside Financial Bank & Trust
Missouri
$5.62M
MA
316
Mutual Advisors
Nebraska
$5.55M
1WA
317
180 Wealth Advisors
Washington
$5.51M
OWA
318
Outlook Wealth Advisors
Texas
$5.48M
EWA
319
Elevate Wealth Advisory
Georgia
$5.44M
SPAS
320
Spectrum Planning & Advisory Services
California
$5.38M
RP
321
Riverwater Partners
Wisconsin
$5.37M
WA
322
Wealth Architects
California
$5.32M
ZF
323
Zhang Financial
Michigan
$5.32M
SP
324
Symmetry Partners
Connecticut
$5.24M
CB
325
Commerce Bank
Missouri
$5.24M