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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
SFO
676
Stokes Family Office
Louisiana
$897K -$48.3K -642 -5%
FA
677
Fiduciary Alliance
South Carolina
$893K +$857K +11,408 New
CIC
678
Chilton Investment Company
Connecticut
$885K
VFA
679
Valeo Financial Advisors
Indiana
$882K +$207K +2,751 +30%
CFO
680
Cambient Family Office
Michigan
$867K
WT
681
Washington Trust
Rhode Island
$866K +$648K +8,617 +284%
AWM
682
Accurate Wealth Management
Florida
$861K -$4.96K -66 -0.6%
FCH
683
Freestone Capital Holdings
Washington
$861K +$250K +3,325 +40%
NB
684
Nicolet Bankshares
Wisconsin
$859K +$625K +8,321 +257%
C
685
Certuity
Florida
$858K +$868K +11,547 New
MWAM
686
Manhattan West Asset Management
California
$854K
Wealthfront Advisers
687
Wealthfront Advisers
California
$841K -$48.6K -647 -5%
TWA
688
Talisman Wealth Advisors
New Jersey
$838K +$847K +11,265 New
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$836K +$105K +1,400 +14%
JSW
690
Journey Strategic Wealth
New Jersey
$832K -$56.1K -747 -6%
BP
691
BWM Planning
Texas
$830K
SWM
692
Silverlake Wealth Management
Vermont
$830K +$427K +5,679 +103%
RFN
693
RDA Financial Network
Iowa
$829K -$794K -10,564 -49%
FG
694
Foster Group
Iowa
$824K +$20.7K +275 +3%
GFA
695
Gallagher Fiduciary Advisors
Illinois
$821K -$201K -2,681 -20%
KIM
696
Kestra Investment Management
Texas
$817K +$64.1K +853 +8%
AC
697
Addison Capital
Pennsylvania
$817K -$4.05M -53,910 -83%
OWP
698
ORG Wealth Partners
Texas
$815K +$250K +3,326 +44%
TP
699
TritonPoint Partners
Maryland
$814K +$427K +5,681 +108%
CCA
700
Childress Capital Advisors
Texas
$810K