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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
CF
551
Centaurus Financial
California
$1.59M
PWG
552
Portside Wealth Group
Utah
$1.58M
FWMP
553
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.55M
WCM
554
WealthTrak Capital Management
Virginia
$1.54M
WP
555
WealthPLAN Partners
Nebraska
$1.52M
SAI
556
Savvy Advisors Inc
New York
$1.52M
LA
557
Latitude Advisors
Florida
$1.5M
MAS
558
Madden Advisory Services
Florida
$1.48M
RW
559
Regimen Wealth
Georgia
$1.47M
WAG
560
Wilkerson Advisory Group
Missouri
$1.47M
BFA
561
Beacon Financial Advisory
Ohio
$1.45M
MWM
562
McMill Wealth Management
Nebraska
$1.45M
EH
563
Equitable Holdings
New York
$1.44M
QP
564
Quartz Partners
New York
$1.44M
AWP
565
Axis Wealth Partners
Rhode Island
$1.44M
WFS
566
WealthGarden F.S.
California
$1.43M
HF
567
HRT Financial
New York
$1.43M
QWM
568
Quadcap Wealth Management
Texas
$1.41M
GWMR
569
GC Wealth Management RIA
Massachusetts
$1.41M
APC
570
Aspire Private Capital
North Carolina
$1.4M
CWMK
571
Caliber Wealth Management (Kansas)
Kansas
$1.39M
SC
572
SouthState Corp
Florida
$1.39M
TFA
573
Transamerica Financial Advisors
Florida
$1.39M
JWM
574
JDH Wealth Management
California
$1.39M
RWM
575
Riverbend Wealth Management
South Carolina
$1.38M