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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
SWM
826
SeaCrest Wealth Management
New York
$466K
B
827
Bedminster
South Carolina
$464K
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
PC
832
Payne Capital
Oregon
$455K
PEWA
833
Pacific Excel Wealth Advisors
California
$454K
GHAM
834
Gilman Hill Asset Management
Connecticut
$453K
KFGK
835
Keystone Financial Group (Kentucky)
Kentucky
$451K
AT
836
American Trust
Kentucky
$450K
BWM
837
BAM Wealth Management
Colorado
$448K
Bessemer Group
838
Bessemer Group
New Jersey
$448K
MWM
839
Meridian Wealth Management
Kentucky
$446K
PWM
840
Pines Wealth Management
North Carolina
$446K
TWM
841
Tanglewood Wealth Management
Texas
$444K
SI
842
Stephens Inc
Arkansas
$443K
HP
843
Holistic Planning
Texas
$441K
AP
844
Americana Partners
Texas
$440K
BBHC
845
Brown Brothers Harriman & Co
New York
$439K
FFG
846
Foundry Financial Group
New Hampshire
$437K
HNB
847
Hilltop National Bank
Wyoming
$437K
CFFP
848
Center for Financial Planning
Michigan
$436K
PP
849
Prosperity Planning
Missouri
$436K
AF
850
Advisornet Financial
Minnesota
$436K