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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

102% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,2271,251 (+24)

1.28% more ownership

Funds ownership: 88.45%89.72% (+1.3%)

5% more capital invested

Capital invested by funds: $24.5B → $25.7B (+$1.22B)

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
+24
Holders Change %
+1.96%
% of All Funds
15.41%
Holding in Top 10
102
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.82%
% of All Funds
1.26%
New
113
Increased
404
Reduced
496
Closed
56
Calls
$108M
Puts
Net Calls
+$108M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
526
WealthPoint Financial
North Carolina
$1.77M -$1.61M -21,457 -47%
SA
527
Scarborough Advisors
Maryland
$1.74M +$1.76M +23,407 New
IWS
528
Intentional Wealth Strategies
Colorado
$1.74M +$1.76M +23,385 New
PIA
529
Panoramic Investment Advisors
Colorado
$1.73M +$231K +3,073 +15%
AIA
530
Accelerate Investment Advisors
California
$1.71M +$56.3K +749 +3%
SPI
531
Sutton Place Investors
New York
$1.67M -$577K -7,679 -25%
KeyBank National Association
532
KeyBank National Association
Ohio
$1.67M -$268K -3,569 -14%
RA
533
Rockingstone Advisors
Massachusetts
$1.67M +$6.01K +80 +0.4%
RCM
534
Raleigh Capital Management
North Carolina
$1.67M -$108K -1,442 -6%
OA
535
Operose Advisors
Wisconsin
$1.66M +$22.2K +295 +1%
SIA
536
Stegner Investment Associates
Kentucky
$1.66M
EW
537
Evoke Wealth
California
$1.65M -$17.1K -228 -1%
I
538
InvesTrust
Oklahoma
$1.65M +$58.3K +776 +4%
FI
539
FWG Investments
Kentucky
$1.65M -$151K -2,007 -8%
AWA
540
Alta Wealth Advisors
Massachusetts
$1.64M +$879K +11,690 +113%
GVAG
541
Great Valley Advisor Group
Delaware
$1.64M -$33.5K -446 -2%
NHC
542
Nicholas Hoffman & Company
Georgia
$1.63M +$26.5K +352 +2%
VR
543
Vision Retirement
New Jersey
$1.63M -$483K -6,428 -23%
GF
544
GGM Financials
Ohio
$1.63M +$15.8K +210 +1%
LA
545
LexAurum Advisors
Kansas
$1.61M +$1.63M +21,702 New
CBU
546
CIBC Bancorp USA
Illinois
$1.61M +$1.63M +21,690 New
CAM
547
Campion Asset Management
Virginia
$1.61M +$22.8K +303 +1%
DWS
548
Discipline Wealth Solutions
South Carolina
$1.6M -$451 -6 -0%
IBOK
549
Independence Bank of Kentucky
Kentucky
$1.6M -$5.64K -75 -0.3%
IA
550
Inspire Advisors
Idaho
$1.6M +$1.16M +15,413 +254%