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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
FF
776
Friday Financial
Iowa
$569K
MWA
777
MN Wealth Advisors
Kansas
$568K -$356K -4,742 -38%
FPW
778
Fairvoy Private Wealth
Alabama
$567K +$179K +2,384 +45%
BW
779
Balance Wealth
Ohio
$559K -$2.56K -34 -0.5%
PAM
780
Palisade Asset Management
Minnesota
$556K
TC
781
Trilogy Capital
California
$553K +$168K +2,240 +43%
GT
782
Glenview Trust
Kentucky
$553K +$227K +3,021 +68%
BP
783
Ballentine Partners
Massachusetts
$550K +$556K +7,395 New
Fisher Asset Management
784
Fisher Asset Management
Washington
$547K -$206K -2,735 -27%
NA
785
Novus Advisors
South Carolina
$547K +$30.7K +408 +6%
MIA
786
MainStreet Investment Advisors
Illinois
$544K +$28.9K +385 +6%
MFF
787
Michels Family Financial
Texas
$544K
AFP
788
Ausdal Financial Partners
Iowa
$544K -$233K -3,096 -30%
CGA
789
Crescent Grove Advisors
Illinois
$544K +$154K +2,050 +39%
TP
790
Tranquility Partners
Tennessee
$542K
CAAM
791
Cornerstone Advisors Asset Management
Pennsylvania
$542K -$73.6K -979 -12%
QHA
792
Quarry Hill Advisors
Minnesota
$539K -$60.2K -801 -10%
FWWM
793
Fiscal Wisdom Wealth Management
Connecticut
$539K +$155K +2,057 +40%
FCM
794
Fortis Capital Management
Washington
$534K
PCS
795
Personal CFO Solutions
New Jersey
$533K +$539K +7,165 New
EFS
796
Essex Financial Services
Connecticut
$529K -$17.1K -228 -3%
LFG
797
Lockerman Financial Group
California
$526K +$130K +1,728 +32%
GA
798
GFS Advisors
Texas
$526K -$508K -6,755 -49%
SAM
799
Strategy Asset Managers
California
$526K -$75.2K -1,001 -12%
OPCM
800
Osborne Partners Capital Management
California
$519K