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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
TPI
851
Trust Point Inc
Wisconsin
$435K
CPL
852
CAP Partners LLC
Tennessee
$433K
SS
853
Sunbelt Securities
Texas
$432K
CWMA
854
Capstone Wealth Management (Alabama)
Alabama
$429K
CBB
855
Citizens Business Bank
California
$428K
HFA
856
Hippocratic Financial Advisors
California
$428K
TWM
857
TRB Wealth Management
Texas
$425K
VAG
858
VisionPoint Advisory Group
Texas
$423K
CI
859
Conning Inc
Connecticut
$422K
NAS
860
NWF Advisory Services
California
$420K
DWM
861
Dopkins Wealth Management
New York
$418K
CWM
862
Cornerstone Wealth Management
Missouri
$417K
FA
863
Flagstar Advisors
New York
$415K
DCM
864
DGS Capital Management
New Jersey
$414K
PCIA
865
Prime Capital Investment Advisors
Kansas
$412K
WBG
866
Wharton Business Group
Pennsylvania
$410K
National Bank of Canada
867
National Bank of Canada
Quebec, Canada
$409K
FCAM
868
First Citizens Asset Management
North Carolina
$406K
ABWM
869
Alpine Bank Wealth Management
Colorado
$405K
Mackenzie Financial
870
Mackenzie Financial
Ontario, Canada
$405K
RFG
871
REAP Financial Group
Texas
$405K
MSA
872
Marino Stram & Associates
Massachusetts
$404K
BCM
873
Becker Capital Management
Oregon
$403K
IDA
874
Intelligence Driven Advisers
California
$403K
NFG
875
Nations Financial Group
Iowa
$399K