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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
15.43%
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
BCM
176
Brookstone Capital Management
Illinois
$14.6M +$757K +10,067 +5%
AR
177
Apeiron RIA
Texas
$14.4M -$477K -6,344 -3%
ACA
178
Aptus Capital Advisors
Alabama
$14.4M -$43K -572 -0.3%
OWA
179
One Wealth Advisors
California
$14.3M -$7.18M -95,558 -33%
AA
180
Ancora Advisors
Ohio
$14.3M +$1.22M +16,202 +9%
AWM
181
Apollon Wealth Management
South Carolina
$14.3M +$335K +4,461 +2%
Legacy Financial Group (Iowa)
182
Legacy Financial Group (Iowa)
Iowa
$14.1M -$25.3K -337 -0.2%
SL
183
Sentinus LLC
Illinois
$14.1M +$983K +13,083 +7%
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$14.1M +$956K +12,715 +7%
CIAS
185
CFS Investment Advisory Services
New Jersey
$14M -$7.38M -98,234 -35%
BAAM
186
Baker Avenue Asset Management
California
$14M +$28.2K +375 +0.2%
CA
187
CSM Advisors
Pennsylvania
$13.9M +$489K +6,508 +4%
MWM
188
Modern Wealth Management
Kansas
$13.9M +$4.01M +53,325 +40%
ICMM
189
Integrated Capital Management (Michigan)
Michigan
$13.8M +$309K +4,109 +2%
LAM
190
L2 Asset Management
Massachusetts
$13.7M +$1.58M +21,007 +13%
ASN
191
Advisory Services Network
Georgia
$13.6M +$934K +12,426 +7%
QC
192
Quent Capital
New York
$13.4M -$768K -10,215 -5%
AWM
193
Able Wealth Management
New Jersey
$13.3M +$607K +8,077 +5%
KG
194
Kilter Group
New York
$13.2M +$221K +2,946 +2%
BTI
195
Blue Trust Inc
Georgia
$13.1M -$954K -12,696 -7%
SWA
196
Sax Wealth Advisors
New Jersey
$12.9M
TWP
197
Triad Wealth Partners
Kansas
$12.7M -$3.7M -49,168 -22%
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7M -$53.6K -713 -0.4%
VHAM
199
Van Hulzen Asset Management
California
$12.6M -$32.8K -436 -0.3%
CAL
200
Capital Analysts LLC
Pennsylvania
$12.4M +$3.59M +47,705 +40%