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iShares MSCI EAFE Value ETF

1,254 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, 405 increasing their positions, 498 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: 1,2291,254 (+25)

1.28% more ownership

Funds ownership: 88.47%89.75% (+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: 405 | Existing positions reduced: 498

Holders
1,254
Holders Change
+25
Holders Change %
+2.03%
% of All Funds
15.44%
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
405
Reduced
498
Closed
56
Calls
$108M
Puts
Net Calls
+$108M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$88.8M -$7.08M -94,170 -7%
UCFA
52
United Capital Financial Advisors
Texas
$84.4M -$2.72M -36,240 -3%
AL
53
Aspiriant LLC
California
$79.5M -$1.61M -21,375 -2%
Cerity Partners
54
Cerity Partners
New York
$77.5M +$67M +891,793 +592%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$75.4M +$17.2M +228,730 +29%
Caisse de Depot et Placement du Quebec (CDPQ)
56
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.8M -$7.98M -106,167 -10%
BPA
57
Beacon Pointe Advisors
California
$71.8M +$29M +386,460 +67%
SW
58
SoFi Wealth
California
$71.1M -$9.85M -131,090 -12%
AWM
59
AE Wealth Management
Kansas
$69.1M -$9.09M -120,979 -12%
FSWA
60
Financial Synergies Wealth Advisors
Texas
$66.9M -$1.52M -20,243 -2%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$66.3M -$16.5M -219,660 -20%
Mariner
62
Mariner
Kansas
$66.1M +$1.61M +21,411 +2%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$64.6M -$989K -13,157 -1%
HMH
64
Hackensack Meridian Health
New Jersey
$63.4M -$3.16M -42,000 -5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$60.7M +$1.34M +17,841 +2%
AIA
66
Angeles Investment Advisors
California
$56.3M -$2.9M -38,650 -5%
BAM
67
Brave Asset Management
New Jersey
$54.8M +$1.1M +14,682 +2%
CSP
68
Cary Street Partners
Virginia
$53M +$3.06M +40,713 +6%
AI
69
Atria Investments
North Carolina
$51.7M -$961K -12,781 -2%
IWA
70
Icon Wealth Advisors
Texas
$48.2M +$1.23M +16,419 +3%
FAT
71
First American Trust
California
$43.7M -$10M -133,239 -18%
PCG
72
Prosperity Consulting Group
Maryland
$43.1M +$837K +11,139 +2%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$41.9M +$18.4M +244,558 +77%
Goldman Sachs
74
Goldman Sachs
New York
$41.1M +$2.8M +37,195 +7%
Prudential Financial
75
Prudential Financial
New Jersey
$39.5M -$2.02M -26,902 -5%