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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ICMP
226
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.28M +$166K +3,165 +3%
KCM
227
Kathmere Capital Management
Pennsylvania
$6.25M +$94.2K +1,796 +2%
TVM
228
True Vision MN
Minnesota
$6.22M +$430K +8,196 +7%
GRP
229
Global Retirement Partners
California
$6.19M +$989K +18,842 +19%
Prudential Financial
230
Prudential Financial
New Jersey
$6.08M -$22.5M -428,438 -79%
SWA
231
Stratos Wealth Advisors
Ohio
$6.06M +$1.03M +19,684 +21%
HWM
232
Hobbs Wealth Management
Indiana
$6.05M +$6.05M +115,303 New
MYIA
233
Mount Yale Investment Advisors
Colorado
$6.03M +$1.49M +28,308 +33%
CAL
234
Capital Analysts LLC
Pennsylvania
$6.03M +$725K +13,811 +14%
SWM
235
Spire Wealth Management
Virginia
$6.02M +$251K +4,787 +4%
MFA
236
Mayflower Financial Advisors
Massachusetts
$5.99M +$243K +4,630 +4%
CFO
237
Callan Family Office
Pennsylvania
$5.96M +$354K +6,753 +6%
CA
238
Capital Advantage
California
$5.96M +$5.96M +113,653 New
LWM
239
Liberty Wealth Management
California
$5.83M +$995K +18,997 +21%
BMWS
240
Brady Martz Wealth Solutions
North Dakota
$5.82M +$5.82M +111,406 New
ACM
241
Ascent Capital Management
Oregon
$5.74M +$5.74M +109,311 New
C1AG
242
Client 1st Advisory Group
Florida
$5.69M +$390K +7,433 +7%
Legacy Financial Group (Iowa)
243
Legacy Financial Group (Iowa)
Iowa
$5.69M +$960K +18,305 +20%
CC
244
Courier Capital
New York
$5.69M +$655K +12,489 +13%
MCM
245
M1 Capital Management
Michigan
$5.65M +$5.65M +107,721 New
QC
246
Quadrature Capital
United Kingdom
$5.62M +$5.62M +107,028 New
FAT
247
First American Trust
California
$5.57M +$48.7K +929 +0.9%
NSIM
248
North Star Investment Management
Illinois
$5.57M -$126K -2,395 -2%
PP
249
PrairieView Partners
Minnesota
$5.55M -$317K -6,043 -5%
William Blair & Company
250
William Blair & Company
Illinois
$5.54M -$657K -12,520 -11%