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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
SGCM
701
Sanchez Gaunt Capital Management
Nevada
$809K +$818K +10,880 New
WP
702
Walleye Partners
Wisconsin
$807K +$157K +2,089 +24%
SI
703
Stirlingshire Investments
New York
$805K +$79.1K +1,052 +11%
SI
704
Seeds Investor
New York
$804K +$770K +10,241 New
AWM
705
Avior Wealth Management
Nebraska
$801K +$578K +7,684 +249%
QWP
706
Quotient Wealth Partners
Texas
$796K +$125K +1,664 +18%
IWP
707
Innova Wealth Partners
Pennsylvania
$792K +$134K +1,789 +20%
WPW
708
Waldron Private Wealth
Pennsylvania
$791K +$34.9K +464 +5%
VWA
709
VERITY Wealth Advisors
United States
$789K -$1.8K -24 -0.2%
GS
710
GWN Securities
Florida
$777K +$55.9K +744 +8%
FFA
711
Fragasso Financial Advisors
Pennsylvania
$761K
MWA
712
Madson Wealth Advisors
California
$761K +$770K +10,239 New
BCI
713
Blue Capital Inc
Nebraska
$760K -$17K -226 -2%
WTC
714
WhitTier Trust Company
Nevada
$756K -$7.52K -100 -1%
TCWA
715
Turtle Creek Wealth Advisors
Texas
$755K -$320K -4,261 -30%
RFA
716
Resurgent Financial Advisors
Georgia
$751K -$333K -4,425 -30%
LOWM
717
Laurel Oak Wealth Management
New Jersey
$751K +$58.4K +777 +8%
CCG
718
Catalina Capital Group
California
$751K -$514K -6,837 -40%
LWA
719
Lantern Wealth Advisors
New York
$745K -$234K -3,113 -24%
MWM
720
Mission Wealth Management
California
$741K -$38K -505 -5%
FA
721
Fedenia Advisers
Wisconsin
$739K -$995K -13,236 -57%
AWM
722
Ariadne Wealth Management
California
$732K
CTWM
723
Cherry Tree Wealth Management
Minnesota
$731K -$14.7K -196 -2%
PA
724
Parallel Advisors
California
$718K -$2.93K -39 -0.4%
ISFAN
725
Investor's Fiduciary Advisor Network
Washington
$711K -$600K -7,977 -45%