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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
CF
551
Centaurus Financial
California
$1.59M +$28.9K +384 +2%
PWG
552
Portside Wealth Group
Utah
$1.58M +$330K +4,396 +26%
FWMP
553
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.55M -$25.6K -340 -2%
WCM
554
WealthTrak Capital Management
Virginia
$1.54M -$1.16M -15,404 -43%
WP
555
WealthPLAN Partners
Nebraska
$1.52M -$1.15M -15,326 -43%
SAI
556
Savvy Advisors Inc
New York
$1.52M +$753K +10,025 +97%
LA
557
Latitude Advisors
Florida
$1.5M +$41.9K +557 +3%
MAS
558
Madden Advisory Services
Florida
$1.48M +$312K +4,157 +26%
RW
559
Regimen Wealth
Georgia
$1.47M -$2.05M -27,241 -58%
WAG
560
Wilkerson Advisory Group
Missouri
$1.47M -$54.9K -731 -4%
BFA
561
Beacon Financial Advisory
Ohio
$1.45M -$337K -4,484 -19%
MWM
562
McMill Wealth Management
Nebraska
$1.45M -$21.6K -287 -1%
EH
563
Equitable Holdings
New York
$1.44M +$1.02M +13,521 +15%
QP
564
Quartz Partners
New York
$1.44M -$156K -2,077 -10%
AWP
565
Axis Wealth Partners
Rhode Island
$1.44M -$157K -2,094 -10%
WFS
566
WealthGarden F.S.
California
$1.43M -$1.07M -14,178 -42%
HF
567
HRT Financial
New York
$1.43M +$1.45M +19,261 New
QWM
568
Quadcap Wealth Management
Texas
$1.41M +$1.88K +25 +0.1%
GWMR
569
GC Wealth Management RIA
Massachusetts
$1.41M +$77.9K +1,036 +6%
APC
570
Aspire Private Capital
North Carolina
$1.4M -$76.9K -1,023 -5%
CWMK
571
Caliber Wealth Management (Kansas)
Kansas
$1.39M -$342K -4,554 -20%
SC
572
SouthState Corp
Florida
$1.39M +$257K +3,416 +22%
TFA
573
Transamerica Financial Advisors
Florida
$1.39M +$159K +2,109 +13%
JWM
574
JDH Wealth Management
California
$1.39M -$18.6K -247 -1%
RWM
575
Riverbend Wealth Management
South Carolina
$1.38M +$43K +572 +3%