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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
CCWA
626
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$16.8K +223 +1%
MFIM
627
Mesirow Financial Investment Management
Illinois
$1.14M +$116K +1,542 +11%
SC
628
Sierra Capital
Florida
$1.13M
WIM
629
WealthPlan Investment Management
Nebraska
$1.13M -$224K -2,987 -16%
TC
630
Town Capital
Maryland
$1.13M -$4.61M -61,374 -80%
SWP
631
Semus Wealth Partners
Florida
$1.12M -$41.3K -549 -4%
PI
632
PFG Investments
New York
$1.12M +$360K +4,785 +46%
ECM
633
Evergreen Capital Management
Washington
$1.12M -$112K -1,484 -9%
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M
KWA
635
Kingswood Wealth Advisors
California
$1.11M -$169K -2,251 -13%
FWP
636
Falcon Wealth Planning
California
$1.1M -$112K -1,495 -9%
IF
637
Intrua Financial
Texas
$1.08M -$11.8K -157 -1%
TSS
638
Two Sigma Securities
New York
$1.06M -$264K -3,519 -20%
MG
639
Mather Group
Illinois
$1.06M -$608K -8,089 -36%
AA
640
Advisory Alpha
Michigan
$1.05M -$2.79M -37,070 -72%
NL
641
NWAM LLC
Washington
$1.05M -$28.3K -376 -3%
BOSSRA
642
B.O.S.S. Retirement Advisors
Utah
$1.04M -$216K -2,871 -17%
GWM
643
Gibbs Wealth Management
Georgia
$1.04M +$1.05M +14,014 New
ATI
644
ARK & TLK Investments
Oklahoma
$1.04M -$97.7K -1,300 -9%
FAI
645
Fiduciary Advisors Inc
Missouri
$1.03M -$44.5K -592 -4%
MWM
646
McCartney Wealth Management
Missouri
$1.03M -$225 -3 -0%
MCM
647
MAI Capital Management
Ohio
$1.03M +$210K +2,795 +25%
SIS
648
Sound Income Strategies
Florida
$1.02M -$133K -1,763 -11%
PSCM
649
Per Stirling Capital Management
Texas
$1.01M +$216K +2,880 +27%
OCFG
650
O'Connor Financial Group
Illinois
$1.01M -$44.4K -591 -4%