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iShares MSCI EAFE Value ETF

1,252 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, 497 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: 1,2271,252 (+25)

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: 497

Holders
1,252
Holders Change
+25
Holders Change %
+2.04%
% of All Funds
15.42%
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
497
Closed
56
Calls
$108M
Puts
Net Calls
+$108M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Centennial Advisors
Texas
$647K -$59.7K -794 -8%
Nomura Asset Management
752
Nomura Asset Management
Japan
$644K
CIA
753
Cape Investment Advisory
Georgia
$639K +$82.1K +1,092 +15%
TFCP
754
Twin Focus Capital Partners
Massachusetts
$637K
ESB
755
Essex Savings Bank
Connecticut
$637K -$3.98K -53 -0.6%
FWI
756
Facet Wealth Inc
Maryland
$637K +$17.4K +231 +3%
FA
757
Fermata Advisors
California
$635K +$136K +1,814 +27%
AWA
758
A4 Wealth Advisors
North Carolina
$634K -$2.42M -32,143 -79%
AA
759
Argent Advisors
Louisiana
$634K +$2.03K +27 +0.3%
MAMG
760
Milestone Asset Management Group
Connecticut
$629K -$2.03K -27 -0.3%
GIA
761
GHP Investment Advisors
Colorado
$622K -$21.6K -287 -3%
CCWM
762
Cassaday & Co Wealth Management
Virginia
$615K +$59.3K +789 +11%
VWA
763
Visionary Wealth Advisors
Illinois
$609K -$526 -7 -0.1%
PB
764
Pinnacle Bancorp
Nebraska
$609K +$676 +9 +0.1%
HCA
765
Harbour Capital Advisors
Virginia
$604K
CRC
766
Curi RMB Capital
Illinois
$600K -$28.4K -378 -4%
BTWM
767
Baker Tilly Wealth Management
Wisconsin
$599K +$105K +1,400 +21%
DM
768
Diversified Management
Wisconsin
$599K +$6.39K +85 +1%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$598K +$73.8K +982 +14%
LLWM
770
Life Line Wealth Management
California
$595K +$127K +1,687 +27%
RTL
771
Red Tortoise LLC
Georgia
$592K
CA
772
CGN Advisors
Kansas
$592K +$8.64K +115 +1%
NB
773
NBT Bank
New York
$589K +$590K +7,846 +11,051%
CA
774
Claris Advisors
Missouri
$584K
MT
775
Midwest Trust
Kansas
$577K +$33.2K +442 +6%