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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
AA
726
Armis Advisers
Georgia
$711K -$28.6K -381 -4%
LJAC
727
L.J. Altfest & Co
New York
$710K -$14.8K -197 -2%
BFG
728
Beacon Financial Group
Texas
$709K -$203K -2,704 -22%
GM
729
GeoWealth Management
Illinois
$706K -$208K -2,768 -23%
VA
730
Vident Advisory
Georgia
$704K +$267K +3,549 +60%
CG
731
Caprock Group
Idaho
$703K -$18.7K -249 -3%
KF
732
Krilogy Financial
Missouri
$703K +$194K +2,576 +40%
BMCM
733
Bryn Mawr Capital Management
Pennsylvania
$703K +$42.8K +570 +6%
MWA
734
Motive Wealth Advisors
Michigan
$702K
AFO
735
Aurelius Family Office
New Hampshire
$699K -$22.4K -298 -3%
HBW
736
Hazlett, Burt & Watson
West Virginia
$699K -$827 -11 -0.1%
DRP
737
Decker Retirement Planning
Utah
$684K -$17.9K -238 -3%
TW
738
Traveka Wealth
California
$684K +$691K +9,199 New
LWM
739
LongView Wealth Management
Georgia
$683K +$53.7K +714 +9%
GIM
740
Goelzer Investment Management
Indiana
$681K +$689K +9,163 New
PFA
741
Pure Financial Advisors
California
$681K -$43.2K -575 -6%
AWMI
742
Aegis Wealth Management (Iowa)
Iowa
$672K -$29.5K -392 -4%
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$669K
LWM
744
Lodestone Wealth Management
Washington
$668K
SIC
745
Samalin Investment Counsel
New York
$667K -$51.5K -685 -7%
HIM
746
Hanlon Investment Management
New Jersey
$666K -$297K -3,958 -31%
PIA
747
Perennial Investment Advisors
California
$662K +$9.54K +127 +1%
CA
748
Continuum Advisory
Idaho
$657K +$122K +1,626 +23%
VWWMG
749
Vermillion & White Wealth Management Group
Pennsylvania
$656K -$3.46K -46 -0.5%
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$655K +$662K +8,804 New