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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
BCM
176
Brookstone Capital Management
Illinois
$14.6M
AR
177
Apeiron RIA
Texas
$14.4M
ACA
178
Aptus Capital Advisors
Alabama
$14.4M
OWA
179
One Wealth Advisors
California
$14.3M
AA
180
Ancora Advisors
Ohio
$14.3M
AWM
181
Apollon Wealth Management
South Carolina
$14.3M
Legacy Financial Group (Iowa)
182
Legacy Financial Group (Iowa)
Iowa
$14.1M
SL
183
Sentinus LLC
Illinois
$14.1M
PWPS
184
Pinnacle Wealth Planning Services
Ohio
$14.1M
CIAS
185
CFS Investment Advisory Services
New Jersey
$14M
BAAM
186
Baker Avenue Asset Management
California
$14M
CA
187
CSM Advisors
Pennsylvania
$13.9M
MWM
188
Modern Wealth Management
Kansas
$13.9M
ICMM
189
Integrated Capital Management (Michigan)
Michigan
$13.8M
LAM
190
L2 Asset Management
Massachusetts
$13.7M
ASN
191
Advisory Services Network
Georgia
$13.6M
QC
192
Quent Capital
New York
$13.4M
AWM
193
Able Wealth Management
New Jersey
$13.3M
KG
194
Kilter Group
New York
$13.2M
BTI
195
Blue Trust Inc
Georgia
$13.1M
SWA
196
Sax Wealth Advisors
New Jersey
$12.9M
TWP
197
Triad Wealth Partners
Kansas
$12.7M
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7M
VHAM
199
Van Hulzen Asset Management
California
$12.6M
CAL
200
Capital Analysts LLC
Pennsylvania
$12.4M