iShares MSCI EAFE Value ETF
1,262 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 114 funds opening new positions, 407 increasing their positions, 501 reducing their positions, and 57 closing their positions.
100% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 57
2% more funds holding
Funds holding: 1,236 → 1,262 (+26)
1.28% more ownership
Funds ownership: 88.53% → 89.81% (+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: 118 → 103 (-15)
19% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 501
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$510M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$198M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$135M |
| 4 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$108M |
| 5 |
LPL Financial
San Diego,
California
|
+$98.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$237M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$186M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$175M |
| 4 |
BlackRock
New York
|
-$153M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$101M |
EFV Hedge Fund Activity: Q1 2026 in Review
1,262 of the 8,184 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2026, worth a combined $25.7B — up 5% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new EFV positions and 57 closed out — a net gain of 57 holders — while 407 added to existing stakes and 501 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $510M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $237M.
- 1,262 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2026, up from 1,236 in Q4 2025.
- Funds reported $25.7B of iShares MSCI EAFE Value ETF stock for Q1 2026, up 5% quarter-over-quarter.
- 114 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2026 and 57 closed out, a net change of +57 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $510M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $237M sold.
Based on aggregated 13F filings for Q1 2026.