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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
MCA
651
MSH Capital Advisors
Arizona
$1.01M -$382K -5,083 -27%
FMP
652
Financial Management Professionals
Texas
$1,000K +$3.83K +51 +0.4%
CFG
653
Cooper Financial Group
California
$999K -$320K -4,262 -24%
NS
654
Northland Securities
Minnesota
$994K +$69.1K +919 +7%
CIAS
655
Capital Investment Advisory Services
North Carolina
$991K +$128K +1,704 +15%
LWPC
656
Legacy Wealth Partners (Colorado)
Colorado
$962K -$125K -1,665 -11%
SRC
657
Shufro Rose & Co
New York
$959K -$357K -4,748 -27%
EL
658
EWA LLC
Pennsylvania
$958K -$110K -1,467 -10%
BIM
659
Bridges Investment Management
Nebraska
$954K -$40.7K -542 -4%
HCP
660
Hardin Capital Partners
South Carolina
$947K -$13.3K -177 -1%
KWS
661
Keystone Wealth Services
California
$943K +$136K +1,808 +17%
JSL
662
JT Stratford LLC
Georgia
$942K +$22.8K +303 +2%
AFG
663
Allegheny Financial Group
Pennsylvania
$941K +$99.7K +1,326 +12%
ADL
664
Asset Dedication LLC
California
$939K +$22.1K +294 +2%
OC
665
Opinicus Capital
Florida
$934K -$18.6K -248 -2%
FWM
666
FLP Wealth Management
Arkansas
$931K -$6.91K -92 -0.7%
FWIA
667
Fort Washington Investment Advisors
Ohio
$929K +$28.3K +376 +3%
RWM
668
Rialto Wealth Management
New York
$928K
HFO
669
Heritage Family Offices
Arizona
$924K -$30K -399 -3%
GC
670
GatePass Capital
Ohio
$916K -$451K -6,002 -33%
AFA
671
American Financial Advisors
Georgia
$915K -$51.9K -690 -5%
FP
672
Financial Perspectives
Minnesota
$899K +$81.7K +1,087 +10%
MC
673
Moors & Cabot
Massachusetts
$898K +$126K +1,681 +16%
PCM
674
Pointe Capital Management
Michigan
$897K +$188K +2,505 +26%
2L
675
25 LLC
Missouri
$897K +$902 +12 +0.1%