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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
BRWA
401
B. Riley Wealth Advisors
Florida
$3.46M
PCA
402
Prosperity Capital Advisors
Ohio
$3.45M
MCCA
403
Mill Creek Capital Advisors
Pennsylvania
$3.44M
SFA
404
Salus Financial Advisors
Colorado
$3.41M
OFO
405
OneAscent Family Office
Alabama
$3.41M
BW
406
Blalock Williams
Alabama
$3.37M
LIA
407
LifePlan Investment Advisors
North Carolina
$3.35M
Principal Financial Group
408
Principal Financial Group
Iowa
$3.33M
PG
409
Patten Group
Tennessee
$3.28M
IIC
410
Ironwood Investment Counsel
Arizona
$3.18M
CRI
411
Commonwealth Retirement Investments
Virginia
$3.17M
IFS
412
Ifrah Financial Services
Arkansas
$3.16M
BWM
413
BlackDiamond Wealth Management
New York
$3.15M
SF
414
SWP Financial
California
$3.1M
CCFM
415
Clear Creek Financial Management
Washington
$3.06M
AWE
416
Avidian Wealth Enterprises
Texas
$3.06M
HSBC Holdings
417
HSBC Holdings
United Kingdom
$3.05M
SWM
418
Sterling Wealth Management
Illinois
$3.04M
WQ
419
Wealth Quarterback
New Jersey
$3.04M
SCM
420
SCS Capital Management
Massachusetts
$3.03M
SIA
421
SkyView Investment Advisors
New Jersey
$3.02M
BFS
422
BridgePort Financial Solutions
Iowa
$3.01M
ITG
423
Index Technologies Group
New York
$2.97M
TWM
424
Tradition Wealth Management
Minnesota
$2.97M
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$2.96M