We are live on ! Find out more
EFV icon

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
SWM
826
SeaCrest Wealth Management
New York
$466K +$471K +6,272 New
B
827
Bedminster
South Carolina
$464K -$49.5K -658 -10%
SIMC
828
Squire Investment Management Company
Utah
$463K
AG
829
AlTi Global
New York
$461K
AWA
830
Aaron Wealth Advisors
Illinois
$459K
CWM
831
Copia Wealth Management
Oregon
$458K -$1.95K -26 -0.4%
PC
832
Payne Capital
Oregon
$455K +$460K +6,115 New
PEWA
833
Pacific Excel Wealth Advisors
California
$454K -$102K -1,359 -18%
GHAM
834
Gilman Hill Asset Management
Connecticut
$453K -$60.9K -810 -12%
KFGK
835
Keystone Financial Group (Kentucky)
Kentucky
$451K +$456K +6,062 New
AT
836
American Trust
Kentucky
$450K -$101K -1,342 -18%
BWM
837
BAM Wealth Management
Colorado
$448K -$155K -2,061 -25%
Bessemer Group
838
Bessemer Group
New Jersey
$448K +$62K +825 +16%
MWM
839
Meridian Wealth Management
Kentucky
$446K -$11.3K -150 -2%
PWM
840
Pines Wealth Management
North Carolina
$446K -$22.5K -299 -5%
TWM
841
Tanglewood Wealth Management
Texas
$444K
SI
842
Stephens Inc
Arkansas
$443K -$451 -6 -0.1%
HP
843
Holistic Planning
Texas
$441K -$26.9K -358 -6%
AP
844
Americana Partners
Texas
$440K +$301 +4 +0.1%
BBHC
845
Brown Brothers Harriman & Co
New York
$439K +$395K +5,259 +812%
FFG
846
Foundry Financial Group
New Hampshire
$437K
HNB
847
Hilltop National Bank
Wyoming
$437K
CFFP
848
Center for Financial Planning
Michigan
$436K -$6.01K -80 -1%
PP
849
Prosperity Planning
Missouri
$436K -$72.2K -960 -14%
AF
850
Advisornet Financial
Minnesota
$436K -$31.6K -421 -7%