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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
MF
801
Montis Financial
Massachusetts
$517K
LFA
802
Lauterbach Financial Advisors
Texas
$514K
AO
803
Advisor OS
Illinois
$508K
DWA
804
Delap Wealth Advisory
Oregon
$507K
EWM
805
Elevation Wealth Management
Minnesota
$506K
LBC
806
Lane Brothers & Co
Arizona
$503K
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$497K
PWM
808
Parkway Wealth Management
Texas
$492K
WDL
809
Well Done LLC
Michigan
$491K
MHB
810
Midwest Heritage Bank
Iowa
$491K
WW
811
Wright Wealth
Georgia
$484K
PFA
812
Pinnacle Family Advisors
Missouri
$483K
ACM
813
Advisors Capital Management
New Jersey
$481K
IAP
814
Indie Asset Partners
Indiana
$480K
LEA
815
Legacy Edge Advisors
New York
$480K
SWP
816
Strategic Wealth Partners
Ohio
$479K
SFP
817
SwitchPoint Financial Planning
Utah
$477K
AWM
818
Axxcess Wealth Management
California
$473K
SP
819
Sequent Planning
Nebraska
$473K
AFGAS
820
Allegiance Financial Group Advisory Services
Virginia
$471K
PCIG
821
Partners Capital Investment Group
Massachusetts
$470K
PMFA
822
Plante Moran Financial Advisors
Michigan
$470K
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$468K
HIA
824
Harbor Investment Advisory
Maryland
$468K
NB
825
Northwest Bancshares
Pennsylvania
$467K