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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$39.4M
KAS
77
Kestra Advisory Services
Texas
$39.3M
HighTower Advisors
78
HighTower Advisors
Illinois
$39M
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$38.8M
WFPG
80
Waller Financial Planning Group
Ohio
$38M
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$37.6M
WA
82
Waverly Advisors
Alabama
$37.6M
UB
83
UMB Bank
Missouri
$37.5M
OWA
84
Octavia Wealth Advisors
Ohio
$37.5M
EWA
85
EP Wealth Advisors
California
$36.6M
IA
86
Integrity Alliance
Iowa
$36.5M
FFA
87
Farther Finance Advisors
California
$36.2M
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$35.2M
Franklin Resources
89
Franklin Resources
California
$35.2M
PLFA
90
Pacific Life Fund Advisors
California
$34.2M
ECM
91
Elgethun Capital Management
South Dakota
$34M
MOS
92
MGO One Seven
Ohio
$33.4M
MGWM
93
Marks Group Wealth Management
Minnesota
$33.2M
AG
94
Ascent Group
Virginia
$33.2M
IWM
95
IHT Wealth Management
Illinois
$33.1M
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$32.2M
ACA
97
Affinity Capital Advisors
California
$31.6M
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$31.5M
TA
99
Townsend & Associates
Colorado
$30.6M
Lido Advisors
100
Lido Advisors
California
$28.6M