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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
MF
801
Montis Financial
Massachusetts
$517K -$177K -2,352 -25%
LFA
802
Lauterbach Financial Advisors
Texas
$514K -$6.99K -93 -1%
AO
803
Advisor OS
Illinois
$508K +$513K +6,832 New
DWA
804
Delap Wealth Advisory
Oregon
$507K
EWM
805
Elevation Wealth Management
Minnesota
$506K -$46.4K -618 -8%
LBC
806
Lane Brothers & Co
Arizona
$503K -$35.4K -471 -7%
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$497K -$228K -3,040 -31%
PWM
808
Parkway Wealth Management
Texas
$492K -$177K -2,359 -27%
WDL
809
Well Done LLC
Michigan
$491K
MHB
810
Midwest Heritage Bank
Iowa
$491K -$196K -2,606 -28%
WW
811
Wright Wealth
Georgia
$484K +$27K +359 +6%
PFA
812
Pinnacle Family Advisors
Missouri
$483K -$280K -3,723 -36%
ACM
813
Advisors Capital Management
New Jersey
$481K +$144K +1,914 +42%
IAP
814
Indie Asset Partners
Indiana
$480K +$107K +1,429 +28%
LEA
815
Legacy Edge Advisors
New York
$480K -$46.9K -624 -9%
SWP
816
Strategic Wealth Partners
Ohio
$479K -$26.1K -347 -5%
SFP
817
SwitchPoint Financial Planning
Utah
$477K
AWM
818
Axxcess Wealth Management
California
$473K +$247K +3,283 +107%
SP
819
Sequent Planning
Nebraska
$473K +$42.9K +571 +10%
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 -$24.5K -326 -5%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$468K -$37.3K -496 -7%
HIA
824
Harbor Investment Advisory
Maryland
$468K +$284K +3,776 +150%
NB
825
Northwest Bancshares
Pennsylvania
$467K