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iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$3.77M +$3.77M +76,937 New
VW
252
Vance Wealth
California
$3.74M +$209K +4,270 +6%
AF
253
Advisornet Financial
Minnesota
$3.7M -$208K -4,259 -5%
WT
254
Whittier Trust
California
$3.65M +$4.99K +102 +0.1%
Legacy Financial Group (Iowa)
255
Legacy Financial Group (Iowa)
Iowa
$3.6M +$1.25M +25,441 +53%
CAG
256
Csenge Advisory Group
Florida
$3.53M +$14.6K +298 +0.4%
PCIG
257
Partners Capital Investment Group
Massachusetts
$3.53M +$3.24M +66,152 +1,094%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$3.49M +$258K +5,272 +8%
FWP
259
Firethorn Wealth Partners
Georgia
$3.48M +$20.9K +427 +0.6%
CFO
260
Collective Family Office
Pennsylvania
$3.48M +$447K +9,131 +15%
IFA
261
Interactive Financial Advisors
Illinois
$3.46M -$5.6M -114,420 -62%
DI
262
Disciplined Investments
Oklahoma
$3.46M -$954K -19,495 -22%
BWCS
263
Beirne Wealth Consulting Services
Connecticut
$3.46M +$323K +6,593 +10%
KFG
264
Kingdom Financial Group
Arizona
$3.41M +$3.41M +69,752 New
P
265
Pitcairn
Pennsylvania
$3.4M
FWMM
266
Foundation Wealth Management (Missouri)
Missouri
$3.37M -$38.9K -794 -1%
MYIA
267
Mount Yale Investment Advisors
Colorado
$3.36M +$163K +3,336 +5%
GP
268
Girard Partners
Pennsylvania
$3.33M -$105K -2,142 -3%
HS
269
Horan Securities
United States
$3.31M +$2.79M +57,030 +540%
SFA
270
Seneca Financial Advisors
New York
$3.3M +$1.55M +31,634 +88%
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$3.18M -$7.68K -157 -0.2%
TWM
272
Tradition Wealth Management
Minnesota
$3.17M +$75.8K +1,549 +2%
MBT
273
Montecito Bank & Trust
California
$3.16M +$200K +4,085 +7%
WA
274
Wambolt & Associates
Colorado
$3.12M -$42.3K -864 -1%
PA
275
PFG Advisors
Arizona
$3.1M -$210K -4,283 -6%