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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 %
MSWMA
276
Market Street Wealth Management Advisors
Indiana
$3.16M -$86K -1,772 -3%
TCM
277
Telos Capital Management
California
$3.12M +$659K +13,585 +27%
ACA
278
Affinity Capital Advisors
California
$3.12M +$3.12M +64,200 New
BWCS
279
Beirne Wealth Consulting Services
Connecticut
$3.11M -$400K -8,230 -11%
FEG
280
Fund Evaluation Group
Ohio
$3.1M
TWM
281
Tradition Wealth Management
Minnesota
$3.06M +$1.43M +29,386 +87%
SC
282
Seldon Capital
California
$3.01M +$1.5M +31,000 +100%
CFO
283
Collective Family Office
Pennsylvania
$3M +$114K +2,350 +4%
TC
284
TownSquare Capital
Utah
$3M +$1.19M +24,581 +66%
DW
285
Domani Wealth
Pennsylvania
$2.98M +$529K +10,906 +22%
SCM
286
SOL Capital Management
Maryland
$2.94M +$322K +6,635 +12%
MBT
287
Montecito Bank & Trust
California
$2.94M +$2M +41,297 +215%
OCFG
288
O'Connor Financial Group
Illinois
$2.92M +$2.92M +60,182 New
NFW
289
Noble Family Wealth
Florida
$2.85M +$2.85M +58,748 New
HPM
290
Hoxton Planning & Management
West Virginia
$2.84M -$1.96M -40,475 -41%
T
291
TCWP
Ohio
$2.84M -$460K -9,482 -14%
CC
292
Copperleaf Capital
North Carolina
$2.84M -$261K -5,377 -8%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$2.77M -$198K -4,086 -7%
TC
294
Telemus Capital
Michigan
$2.74M -$182K -3,753 -6%
AL
295
ADE LLC
Maryland
$2.72M +$2.96K +61 +0.1%
BFA
296
BMS Financial Advisors
South Dakota
$2.67M -$3.59M -74,057 -57%
HI
297
Harbour Investments
Wisconsin
$2.67M -$702K -14,472 -21%
GW
298
GW & Wade
Massachusetts
$2.67M +$292K +6,019 +12%
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$2.63M -$357K -7,361 -12%
GWM
300
Geneos Wealth Management
Colorado
$2.62M +$642K +13,233 +32%