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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
BWMG
476
Barnes Wealth Management Group
California
$2.29M
BCG
477
Breakwater Capital Group
New Jersey
$2.28M
SIM
478
Synergy Investment Management
Florida
$2.25M
CTC
479
Central Trust Company
Missouri
$2.23M
ACM
480
Arlington Capital Management
Illinois
$2.22M
PHWA
481
Petersen Hastings Wealth Advisors
Washington
$2.22M
NCM
482
Neumann Capital Management
California
$2.21M
IFA
483
Interactive Financial Advisors
Illinois
$2.21M
Loomis, Sayles & Company
484
Loomis, Sayles & Company
Massachusetts
$2.15M
TWP
485
Tempus Wealth Planning
California
$2.14M
OC
486
Oppenheimer & Co
New York
$2.12M
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$2.11M
Financial Engines Advisors
488
Financial Engines Advisors
California
$2.1M
RFWA
489
RPg Family Wealth Advisory
Massachusetts
$2.09M
RPG
490
Risk Paradigm Group
Texas
$2.08M
AFTS
491
American Financial & Tax Strategies
New York
$2.08M
CAM
492
Capital Asset Management
Colorado
$2.05M
BIG
493
Brooklyn Investment Group
New York
$2.05M
CAM
494
Concorde Asset Management
Michigan
$2.04M
ASBI
495
American State Bank (Iowa)
Iowa
$2.04M
VFO
496
Virtus Family Office
Texas
$2.04M
SAW
497
Signal Advisors Wealth
Michigan
$2.01M
HCWM
498
Hidden Cove Wealth Management
Washington
$2M
WPWM
499
Windward Private Wealth Management
Kansas
$2M
RW
500
Ridgeline Wealth
Arizona
$1.99M