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iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
251
BDO Wealth Advisors
Florida
$3.93M -$255K -5,257 -6%
FRA
252
FFG Retirement Advisors
Colorado
$3.9M -$349K -7,201 -8%
AF
253
Advisornet Financial
Minnesota
$3.88M -$624K -12,856 -14%
PWMG
254
Provence Wealth Management Group
California
$3.84M -$529K -10,902 -12%
SWM
255
Southern Wealth Management
Texas
$3.79M +$142K +2,921 +4%
FHB
256
First Hawaiian Bank
Hawaii
$3.74M +$3.44M +70,849 +1,141%
SWP
257
ShoreHaven Wealth Partners
New Jersey
$3.66M -$742K -15,287 -17%
WT
258
Whittier Trust
California
$3.62M -$1.18M -24,324 -25%
AWM
259
Avaii Wealth Management
Wisconsin
$3.56M +$336K +6,919 +10%
FWP
260
Firethorn Wealth Partners
Georgia
$3.54M -$935K -18,648 -21%
VW
261
Vance Wealth
California
$3.5M +$442K +9,106 +14%
CAG
262
Csenge Advisory Group
Florida
$3.49M -$312K -6,432 -8%
GP
263
Girard Partners
Pennsylvania
$3.4M -$1.52M -31,364 -31%
FWMM
264
Foundation Wealth Management (Missouri)
Missouri
$3.38M +$259K +5,345 +8%
P
265
Pitcairn
Pennsylvania
$3.37M
PA
266
PFG Advisors
Arizona
$3.28M -$192K -3,962 -6%
EH
267
Equitable Holdings
New York
$3.27M -$9.14M -188,298 -74%
WEG
268
World Equity Group
Illinois
$3.23M -$4.27M -54,472 -57%
SFS
269
Summit Financial Strategies
Ohio
$3.22M -$87.2K -1,796 -3%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$3.2M -$2.39M -49,208 -43%
MOS
271
MGO One Seven
Ohio
$3.19M +$2.86M +58,832 +858%
PWAG
272
Polaris Wealth Advisory Group
California
$3.18M -$98.7K -2,034 -3%
MWM
273
Maripau Wealth Management
Indiana
$3.18M -$55.5K -1,143 -2%
WA
274
Wambolt & Associates
Colorado
$3.17M -$31.9K -649 -1%
MYIA
275
Mount Yale Investment Advisors
Colorado
$3.17M -$3.3M -67,972 -51%