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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
IW
1026
Instrumental Wealth
Florida
$224K
AC
1027
Avestar Capital
New York
$223K
AF
1028
Apollon Financial
South Carolina
$223K
EA
1029
Eclectic Associates
California
$222K
MFT
1030
Moisand Fitzgerald Tamayo
Florida
$219K
SA
1031
Stewardship Advisors
Pennsylvania
$219K
SC
1032
Shearwater Capital
Colorado
$215K
PCMNC
1033
Piedmont Capital Management (North Carolina)
North Carolina
$212K
SGI
1034
Summit Global Investments
Utah
$212K
CAM
1035
Clark Asset Management
New Hampshire
$212K
SC
1036
Schoolcraft Capital
Colorado
$211K
OFA
1037
Oak Family Advisors
Illinois
$210K
JFG
1038
JMG Financial Group
Illinois
$209K
PCA
1039
Providence Capital Advisors
North Carolina
$206K
FDCDDQ
1040
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K
EAN
1041
Excelsior Advisor Network
Colorado
$205K
BCA
1042
Ballentine Capital Advisors
South Carolina
$205K
SWGC
1043
Summit Wealth Group (Colorado)
Colorado
$204K
SAMC
1044
Spectrum Asset Management (California)
California
$203K
CFS
1045
Cannon Financial Strategists
Georgia
$203K
PFA
1046
Professional Financial Advisors
Nebraska
$203K
SIA
1047
Soltis Investment Advisors
Utah
$203K
CNTOF
1048
Canandaigua National Trust of Florida
New York
$203K
JWM
1049
JGP Wealth Management
Oregon
$203K
BC
1050
BDFS Capital
Delaware
$201K