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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
CPA
876
Cardiff Park Advisors
California
$392K
HIP
877
HUB Investment Partners
Texas
$389K
SMA
878
Sage Mountain Advisors
Georgia
$387K
IAIM
879
International Assets Investment Management
Florida
$383K
IFWM
880
Institute for Wealth Management
Colorado
$382K
MPW
881
Magnolia Private Wealth
Pennsylvania
$378K
JJBC
882
James J. Burns & Company
New York
$375K
NG
883
Novem Group
New York
$375K
SRB
884
Shotwell Rutter Baer
Michigan
$372K
IAG
885
Investment Advisory Group
Massachusetts
$371K
CFG
886
Compass Financial Group
Ohio
$370K
KFG
887
Kelly Financial Group
Connecticut
$370K
OWM
888
Opes Wealth Management
California
$369K
IFA
889
Index Fund Advisors
California
$366K
BHWM
890
Beaird Harris Wealth Management
Texas
$364K
HPC
891
Hobart Private Capital
North Carolina
$363K
TPWA
892
TRUE Private Wealth Advisors
Oregon
$363K
EWA
893
Emergent Wealth Advisors
New York
$359K
EWP
894
Elevation Wealth Partners
California
$345K
EAM
895
Empirical Asset Management
Massachusetts
$345K
PWP
896
Parkwoods Wealth Partners
New York
$343K
WPC
897
Wedmont Private Capital
Pennsylvania
$343K
CANC
898
Culbertson A N & Co
Virginia
$342K
LWAM
899
Legacy Wealth Asset Management
Minnesota
$341K
CFGA
900
Cambridge Financial Group (Arizona)
Arizona
$341K