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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
CCWA
626
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M
MFIM
627
Mesirow Financial Investment Management
Illinois
$1.14M
SC
628
Sierra Capital
Florida
$1.13M
WIM
629
WealthPlan Investment Management
Nebraska
$1.13M
TC
630
Town Capital
Maryland
$1.13M
SWP
631
Semus Wealth Partners
Florida
$1.12M
PI
632
PFG Investments
New York
$1.12M
ECM
633
Evergreen Capital Management
Washington
$1.12M
LWCFA
634
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M
KWA
635
Kingswood Wealth Advisors
California
$1.11M
FWP
636
Falcon Wealth Planning
California
$1.1M
IF
637
Intrua Financial
Texas
$1.08M
TSS
638
Two Sigma Securities
New York
$1.06M
MG
639
Mather Group
Illinois
$1.06M
AA
640
Advisory Alpha
Michigan
$1.05M
NL
641
NWAM LLC
Washington
$1.05M
BOSSRA
642
B.O.S.S. Retirement Advisors
Utah
$1.04M
GWM
643
Gibbs Wealth Management
Georgia
$1.04M
ATI
644
ARK & TLK Investments
Oklahoma
$1.04M
FAI
645
Fiduciary Advisors Inc
Missouri
$1.03M
MWM
646
McCartney Wealth Management
Missouri
$1.03M
MCM
647
MAI Capital Management
Ohio
$1.03M
SIS
648
Sound Income Strategies
Florida
$1.02M
PSCM
649
Per Stirling Capital Management
Texas
$1.01M
OCFG
650
O'Connor Financial Group
Illinois
$1.01M