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iShares MSCI EAFE Value ETF

1,254 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, 405 increasing their positions, 498 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,2291,254 (+25)

1.28% more ownership

Funds ownership: 88.47%89.75% (+1.3%)

5% more capital invested

Capital invested by funds: $24.5B → $25.7B (+$1.22B)

13% less funds holding in top 10

Funds holding in top 10: 117102 (-15)

19% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 498

Holders
1,254
Holders Change
+25
Holders Change %
+2.03%
% of All Funds
15.44%
Holding in Top 10
102
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.82%
% of All Funds
1.26%
New
113
Increased
405
Reduced
498
Closed
56
Calls
$108M
Puts
Net Calls
+$108M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
101
Stone House Investment Management
Pennsylvania
$28.5M -$473K -6,291 -2%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$28.5M -$1.84M -24,548 -6%
Allspring Global Investments
103
Allspring Global Investments
North Carolina
$28.2M -$3.12M -41,495 -10%
EWA
104
Exencial Wealth Advisors
Oklahoma
$27.6M -$413K -5,498 -1%
TPCW
105
TD Private Client Wealth
New York
$27.1M +$20M +265,793 +269%
BCI
106
Brinker Capital Investments
Pennsylvania
$26.4M -$1.87M -24,941 -7%
BF
107
BOK Financial
Oklahoma
$25.9M +$1.24M +16,563 +5%
EL
108
EQ LLC
Washington
$25.8M +$1.32M +17,516 +5%
OCM
109
One Capital Management
California
$25.7M +$24.5M +326,480 +1,710%
SHJ
110
Sharkey, Howes & Javer
Colorado
$25.2M -$5.94M -79,018 -19%
PWM
111
Perigon Wealth Management
California
$24.7M -$1.17M -15,523 -4%
CSWG
112
Cardinal Strategic Wealth Guidance
Kentucky
$24.4M -$97K -1,291 -0.4%
SW
113
SteelPeak Wealth
California
$24.4M -$2.77M -36,879 -10%
CIA
114
Concurrent Investment Advisors
Florida
$23.9M +$13.7M +182,033 +130%
BGAI
115
Bruce G. Allen Investments
Colorado
$23.7M -$463K -6,164 -2%
Citadel Advisors
116
Citadel Advisors
Florida
$23.7M +$16.5M +219,466 +222%
AWA
117
Arete Wealth Advisors
Illinois
$23.5M -$1.07M -14,239 -4%
SWM
118
Shakespeare Wealth Management
Wisconsin
$23.1M -$631K -8,393 -3%
AQR Capital Management
119
AQR Capital Management
Connecticut
$23.1M +$520K +6,925 +2%
KPWS
120
Kestra Private Wealth Services
Texas
$23M +$697K +9,275 +3%
SB
121
Strategic Blueprint
Georgia
$22.8M -$1.43M -19,003 -6%
P
122
&Partners
Tennessee
$22.8M +$821K +10,921 +4%
WIA
123
World Investment Advisors
California
$22.2M -$1.34M -17,833 -6%
PFG
124
PAX Financial Group
Texas
$21.3M +$760K +10,107 +4%
IWC
125
Integrated Wealth Concepts
Massachusetts
$21.3M -$537K -7,143 -2%