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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
PA
576
Powerhouse Assets
Massachusetts
$1.38M
MCM
577
Mainstream Capital Management
California
$1.38M -$7.44K -99 -0.5%
PWAM
578
Private Wealth Asset Management
Iowa
$1.38M +$132K +1,760 +11%
TFA
579
Tobias Financial Advisors
Florida
$1.37M -$47.6K -634 -3%
MWP
580
MYCIO Wealth Partners
Pennsylvania
$1.37M
HWM
581
HB Wealth Management
Georgia
$1.37M +$636K +8,463 +85%
AFW
582
Avantra Family Wealth
Pennsylvania
$1.36M -$62.2K -827 -4%
SW
583
SMART Wealth
Nebraska
$1.36M +$478K +6,358 +53%
CA
584
Claro Advisors
Massachusetts
$1.35M -$1.89M -25,124 -58%
KWM
585
Kassira Wealth Management
Tennessee
$1.35M +$7.74K +103 +0.6%
FCFC
586
First Citizens Financial Corp
Iowa
$1.34M +$143K +1,899 +12%
HKIMG
587
Hutchens & Kramer Investment Management Group
Indiana
$1.34M -$51.6K -686 -4%
LA
588
Lifeworks Advisors
Michigan
$1.34M -$115K -1,527 -8%
GSEP
589
Golden State Equity Partners
California
$1.33M +$911K +12,121 +208%
FTUS
590
Flow Traders U.S.
New York
$1.33M +$1.34M +17,885 New
BEI
591
Benjamin Edwards Inc
Missouri
$1.32M -$800K -10,650 -37%
RIS
592
Richmond Investment Services
Wisconsin
$1.31M +$159K +2,120 +14%
WIM
593
Westside Investment Management
California
$1.31M -$41.3K -550 -3%
IC
594
IEQ Capital
California
$1.31M +$334K +4,438 +34%
SFSG
595
Sound Financial Strategies Group
Mississippi
$1.3M +$421K +5,596 +47%
Point72 Asset Management
596
Point72 Asset Management
Connecticut
$1.3M +$1.31M +17,451 New
LI
597
LRI Investments
Florida
$1.29M +$4.58K +61 +0.4%
PTC
598
Private Trust Company
Ohio
$1.29M +$2.86K +38 +0.2%
FFS
599
Founders Financial Securities
Maryland
$1.28M +$16.2K +215 +1%
WEG
600
World Equity Group
Illinois
$1.27M +$142K +1,891 +12%