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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
SW
201
Simplicity Wealth
New Jersey
$12.3M +$450K +5,988 +4%
LWM
202
Liberty Wealth Management
California
$12.1M +$2.1M +27,946 +21%
RFA
203
RTD Financial Advisors
Pennsylvania
$12M -$543K -7,226 -4%
LI
204
LifeWealth Investments
Florida
$12M +$1.27M +16,843 +12%
MW
205
Maia Wealth
Colorado
$11.8M -$1.76M -23,438 -13%
AWA
206
Arkadios Wealth Advisors
Georgia
$11.7M +$3.47M +46,120 +41%
FTWA
207
Fifth Third Wealth Advisors
Ohio
$11.6M +$2.63M +35,008 +29%
BHWM
208
Bay Harbor Wealth Management
Maryland
$11.6M -$246K -3,278 -2%
FMTCOCP
209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.4M +$694K +9,235 +6%
PWA
210
Physician Wealth Advisors
Utah
$11.4M -$8.77M -116,685 -43%
SA
211
Sovran Advisors
California
$11.3M +$27.1K +361 +0.2%
BW
212
BIP Wealth
Georgia
$11.3M -$519K -6,905 -4%
UW
213
Unique Wealth
Florida
$11.2M +$2.03M +27,013 +22%
SFG
214
Shum Financial Group
California
$11.2M +$209K +2,776 +2%
AIM
215
Advyzon Investment Management
Illinois
$11M +$3.84M +51,141 +53%
C1AG
216
Client 1st Advisory Group
Florida
$11M +$1.28M +16,973 +13%
VOYA Investment Management
217
VOYA Investment Management
Georgia
$10.9M +$4.56M +60,632 +70%
I
218
INVST
Indiana
$10.9M -$1.2M -16,027 -10%
SCA
219
Snowden Capital Advisors
New York
$10.9M -$1.63M -21,712 -13%
BFPW
220
BOK Financial Private Wealth
Colorado
$10.7M +$30.6K +407 +0.3%
WP
221
WealthShield Partners
North Carolina
$10.7M -$1.63M -21,697 -13%
MAM
222
McLean Asset Management
Virginia
$10.4M -$162K -2,155 -2%
AF
223
Allworth Financial
California
$10.2M -$31.5K -419 -0.3%
HBS
224
Howard Bailey Securities
Indiana
$10.1M -$564K -7,505 -5%
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$10.1M -$299K -3,979 -3%