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iShares MSCI EAFE Value ETF

998 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, 480 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+53
Holders Change %
+5.61%
% of All Funds
13.29%
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
480
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
251
Napatree Capital
Rhode Island
$5.51M +$145K +2,757 +3%
FMTCOCP
252
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.51M +$203K +3,861 +4%
GT
253
Glenmede Trust
Pennsylvania
$5.47M +$164K +3,125 +3%
NP
254
NorthRock Partners
Minnesota
$5.45M -$689K -13,123 -11%
ACA
255
Atlas Capital Advisors
Wyoming
$5.42M -$378K -7,196 -7%
MWM
256
Mosley Wealth Management
California
$5.4M +$554K +10,096 +11%
JFGIW
257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.38M -$13.2M -240,660 -71%
CF
258
Collier Financial
Colorado
$5.35M +$5.35M +101,938 New
SVWG
259
Shared Vision Wealth Group
United States
$5.34M +$434K +8,266 +9%
SPAS
260
Spectrum Planning & Advisory Services
California
$5.3M +$76.8K +1,464 +1%
SFA
261
Seneca Financial Advisors
New York
$5.24M +$10.8K +205 +0.2%
GWP
262
Gen-Wealth Partners
Michigan
$5.24M +$355K +6,771 +7%
DWT
263
Dorsey & Whitney Trust
South Dakota
$5.1M +$254K +4,841 +5%
WFPG
264
Waller Financial Planning Group
Ohio
$5.08M -$93K -1,772 -2%
OWCM
265
One Wealth Capital Management
Arizona
$4.98M +$4.98M +94,827 New
SWM
266
Scissortail Wealth Management
Oklahoma
$4.98M +$4.95M +94,398 +22,316%
FWP
267
Firethorn Wealth Partners
Georgia
$4.95M +$151K +2,869 +3%
5W
268
5T Wealth
California
$4.81M +$4.81M +91,705 New
AA
269
Ancora Advisors
Ohio
$4.75M +$620K +11,825 +15%
TWM
270
Tradition Wealth Management
Minnesota
$4.7M +$239K +4,557 +5%
CA
271
CoreCap Advisors
Michigan
$4.66M +$611K +11,653 +15%
RP
272
Riverwater Partners
Wisconsin
$4.65M +$14.8K +282 +0.3%
SHF
273
Stage Harbor Financial
Massachusetts
$4.64M +$71.9K +1,371 +2%
APP
274
Avantax Planning Partners
Iowa
$4.57M -$301K -5,743 -6%
GAM
275
Gotham Asset Management
New York
$4.47M +$4.47M +85,148 New