We are live on ! Find out more
EFV icon

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
RSWM
151
Robertson Stephens Wealth Management
California
$17M -$762K -10,134 -4%
ABC
152
Associated Banc-Corp
Wisconsin
$16.9M +$409K +5,448 +2%
LFG
153
Larson Financial Group
Missouri
$16.8M -$4.68M -62,267 -22%
Corient Private Wealth
154
Corient Private Wealth
Florida
$16.5M -$16.3M -217,267 -49%
HGWM
155
Horst & Graben Wealth Management
Oregon
$16.4M -$9.5M -126,335 -37%
HWM
156
HighMark Wealth Management
Minnesota
$16.4M -$201K -2,669 -1%
EFG
157
Elevated Financial Group
Indiana
$15.9M +$780K +10,377 +5%
MGIA
158
Moneta Group Investment Advisors
Missouri
$15.9M +$1.18M +15,644 +8%
William Blair & Company
159
William Blair & Company
Illinois
$15.9M +$2.59M +34,525 +19%
DWM
160
Diversify Wealth Management
Utah
$15.8M +$5.13M +68,237 +49%
Citigroup
161
Citigroup
New York
$15.7M +$2.63M +35,008 +20%
PFM
162
Potomac Fund Management
Florida
$15.3M +$15.5M +206,400 New
CW
163
CreativeOne Wealth
Kansas
$15.3M -$16.9M -225,351 -52%
FA
164
Fiducient Advisors
Illinois
$15.3M -$2.45M -32,658 -14%
LWA
165
Lineweaver Wealth Advisors
Ohio
$15.1M -$82K -1,091 -0.5%
RIA
166
Regal Investment Advisors
Michigan
$15.1M +$472K +6,283 +3%
KFG
167
Kingdom Financial Group
Arizona
$15M -$448K -5,955 -3%
LAS
168
Lloyd Advisory Services
Georgia
$15M +$14.6M +194,173 +2,555%
SFA
169
Sequoia Financial Advisors
Ohio
$14.9M -$432K -5,754 -3%
GWP
170
Gateway Wealth Partners
Wisconsin
$14.9M +$9.87M +131,335 +192%
SPIA
171
Steward Partners Investment Advisory
New York
$14.8M -$906K -12,056 -6%
CWS
172
Cypress Wealth Services
California
$14.8M -$3.36M -44,771 -18%
WPW
173
Watershed Private Wealth
Illinois
$14.8M +$1.35M +17,927 +10%
SP
174
Stonebrook Private
Michigan
$14.7M -$6.07M -80,787 -29%
SL
175
SWMG LLC
Texas
$14.6M -$12.6K -168 -0.1%