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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
CFG
501
Clayton Financial Group
Missouri
$1.96M
YIH
502
Y-Intercept (HK)
Hong Kong
$1.95M
CFG
503
Cassilly Financial Group
Maryland
$1.93M
UF
504
Univest Financial
Pennsylvania
$1.93M
WC
505
Weil Company
California
$1.91M
DC
506
Davenport & Co
Virginia
$1.9M
CIM
507
Capital Investment Management
Missouri
$1.9M
ML
508
McAdam LLC
Pennsylvania
$1.9M
AWM
509
Aprio Wealth Management
Georgia
$1.89M
UFA
510
Unify Financial Advisors
Florida
$1.89M
RA
511
RFG Advisory
Alabama
$1.87M
ICP
512
Interchange Capital Partners
Pennsylvania
$1.86M
HW
513
HORAN Wealth
Ohio
$1.86M
RWM
514
Ritholtz Wealth Management
New York
$1.86M
SFG
515
Sovereign Financial Group
Connecticut
$1.83M
JWA
516
JFS Wealth Advisors
Pennsylvania
$1.82M
FHC
517
First Horizon Corporation
Tennessee
$1.82M
BWA
518
BlueSky Wealth Advisors
North Carolina
$1.82M
CA
519
Clearstead Advisors
Ohio
$1.81M
EI
520
EFG International
$1.81M
KP
521
Keel Point
Alabama
$1.81M
WWM
522
Western Wealth Management
Colorado
$1.81M
AIM
523
Archer Investment Management
Texas
$1.8M
TWCA
524
Two West Capital Advisors
Kansas
$1.8M
EWA
525
Etesian Wealth Advisors
Oregon
$1.79M