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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
1CP
126
1607 Capital Partners
Virginia
$20.7M +$21M +279,000 New
VU
127
Valence8 US
Massachusetts
$20.7M -$6.14M -81,709 -23%
ATPW
128
Ashton Thomas Private Wealth
Arizona
$20.2M -$364K -4,847 -2%
VCA
129
Verdence Capital Advisors
Maryland
$20M +$1.45M +19,349 +8%
WWG
130
West Wealth Group
California
$19.6M -$14.6M -194,639 -43%
PL
131
Plancorp LLC
Missouri
$19.5M -$229K -3,049 -1%
FWP
132
FAS Wealth Partners
Kansas
$19.4M -$629K -8,364 -3%
ICMP
133
Integrated Capital Management (Pennsylvania)
Pennsylvania
$19.4M -$1.65M -21,953 -8%
JIC
134
Johnson Investment Counsel
Ohio
$19.3M +$967K +12,866 +5%
TF
135
Trek Financial
Arizona
$19.2M +$1.2M +15,925 +7%
MPW
136
MA Private Wealth
California
$19.1M -$10.6M -141,021 -35%
WA
137
Wealth Alliance
New York
$19.1M -$721K -9,593 -4%
PAG
138
Private Advisor Group
New Jersey
$18.7M -$3.29M -43,749 -15%
BCWM
139
Ball & Co Wealth Management
Tennessee
$18.6M +$7.8M +103,821 +71%
KFSC
140
Keystone Financial Services (Colorado)
Colorado
$18.4M -$3.56M -47,329 -16%
CCA
141
Checchi Capital Advisers
California
$17.8M -$2.42M -32,149 -12%
GT
142
Greenleaf Trust
Michigan
$17.8M -$475K -6,322 -3%
STA
143
Summit Trail Advisors
New York
$17.7M +$752 +10 +0%
MWP
144
Meridian Wealth Partners
Pennsylvania
$17.6M +$382K +5,084 +2%
AI
145
Accredited Investors
Minnesota
$17.5M -$274K -3,643 -2%
FLA
146
Financial Life Advisors
Texas
$17.5M -$222K -2,951 -1%
KWM
147
Keebeck Wealth Management
Illinois
$17.3M -$426K -5,673 -2%
Creative Planning
148
Creative Planning
Kansas
$17M +$846K +11,252 +5%
HWM
149
Hemming & Wealth Management
Michigan
$17M -$248K -3,306 -1%
WAM
150
Wakefield Asset Management
Colorado
$17M -$294K -3,914 -2%