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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
CA
601
Clune & Associates
Illinois
$1.27M
ONB
602
Old National Bancorp
Indiana
$1.27M
MWA
603
Merkkuri Wealth Advisors
New York
$1.26M
AWMNH
604
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.26M
ACA
605
Ascension Capital Advisors
Texas
$1.25M
SWM
606
Sagace Wealth Management
Florida
$1.24M
CFG
607
Citizens Financial Group
Rhode Island
$1.24M
HWM
608
Horizon Wealth Management
Illinois
$1.24M
EAM
609
Evanson Asset Management
California
$1.23M
PW
610
PUREfi Wealth
Massachusetts
$1.23M
FNBOO
611
First National Bank of Omaha
Nebraska
$1.23M
Betterment LLC
612
Betterment LLC
New York
$1.21M
BZWA
613
Blue Zone Wealth Advisors
California
$1.2M
FWM
614
Fonville Wealth Management
Virginia
$1.2M
Q1WB
615
Quest 10 Wealth Builders
Virginia
$1.2M
AWMS
616
Advocacy Wealth Management Services
Georgia
$1.2M
GWMIA
617
Global Wealth Management Investment Advisory
Florida
$1.19M
AEPWM
618
Atlantic Edge Private Wealth Management
Florida
$1.19M
ATC
619
Argent Trust Co
Tennessee
$1.19M
TCA
620
Transcend Capital Advisors
New Jersey
$1.18M
RFP
621
RCS Financial Planning
Maryland
$1.18M
AF
622
ASL Financial
California
$1.17M
JDLA
623
J. Derek Lewis & Associates
California
$1.17M
LGG
624
Luts & Greenleigh Group
Maryland
$1.17M
MWM
625
Maripau Wealth Management
Indiana
$1.15M