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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
102
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$108M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Centennial Advisors
Texas
$647K
Nomura Asset Management
752
Nomura Asset Management
Japan
$644K
CIA
753
Cape Investment Advisory
Georgia
$639K
TFCP
754
Twin Focus Capital Partners
Massachusetts
$637K
ESB
755
Essex Savings Bank
Connecticut
$637K
FWI
756
Facet Wealth Inc
Maryland
$637K
FA
757
Fermata Advisors
California
$635K
AWA
758
A4 Wealth Advisors
North Carolina
$634K
AA
759
Argent Advisors
Louisiana
$634K
MAMG
760
Milestone Asset Management Group
Connecticut
$629K
GIA
761
GHP Investment Advisors
Colorado
$622K
CCWM
762
Cassaday & Co Wealth Management
Virginia
$615K
VWA
763
Visionary Wealth Advisors
Illinois
$609K
PB
764
Pinnacle Bancorp
Nebraska
$609K
HCA
765
Harbour Capital Advisors
Virginia
$604K
CRC
766
Curi RMB Capital
Illinois
$600K
BTWM
767
Baker Tilly Wealth Management
Wisconsin
$599K
DM
768
Diversified Management
Wisconsin
$599K
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$598K
LLWM
770
Life Line Wealth Management
California
$595K
RTL
771
Red Tortoise LLC
Georgia
$592K
CA
772
CGN Advisors
Kansas
$592K
NB
773
NBT Bank
New York
$589K
CA
774
Claris Advisors
Missouri
$584K
MT
775
Midwest Trust
Kansas
$577K