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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
276
Principal Securities
Iowa
$4.17M -$501K -9,210 -11%
LFG
277
Larson Financial Group
Missouri
$4.12M +$1.47M +27,066 +56%
GWP
278
Gen-Wealth Partners
Michigan
$4.1M +$4.1M +75,302 New
TVM
279
True Vision MN
Minnesota
$4.02M -$492K -9,152 -11%
BBWP
280
Beacon Bridge Wealth Partners
Pennsylvania
$3.97M -$977K -17,962 -20%
SVWG
281
Shared Vision Wealth Group
United States
$3.96M -$1.41M -25,888 -26%
Legacy Financial Group (Iowa)
282
Legacy Financial Group (Iowa)
Iowa
$3.88M +$3.88M +71,347 New
CFO
283
Collective Family Office
Pennsylvania
$3.87M -$332K -6,100 -8%
MLA
284
My Legacy Advisors
Oregon
$3.85M -$954K -17,539 -20%
FRA
285
FFG Retirement Advisors
Colorado
$3.79M -$543K -9,977 -13%
P
286
Pitcairn
Pennsylvania
$3.68M -$95.9K -1,762 -3%
PA
287
PFG Advisors
Arizona
$3.65M +$99.7K +1,832 +3%
FWMM
288
Foundation Wealth Management (Missouri)
Missouri
$3.65M -$88.5K -1,627 -2%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$3.63M -$23.6K -434 -0.6%
IFA
290
Interactive Financial Advisors
Illinois
$3.61M -$2.53M -46,598 -41%
CAG
291
Csenge Advisory Group
Florida
$3.6M -$1.15M -21,194 -24%
PCIG
292
Partners Capital Investment Group
Massachusetts
$3.56M -$385K -7,073 -10%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$3.5M +$77.6K +1,427 +2%
MA
294
Mutual Advisors
Nebraska
$3.49M -$1.14M -20,941 -25%
AA
295
Ancora Advisors
Ohio
$3.47M +$1.74M +32,031 +101%
SAW
296
Signal Advisors Wealth
Michigan
$3.43M -$23.8K -437 -0.7%
NFW
297
Noble Family Wealth
Florida
$3.42M -$26.9K -495 -0.8%
GWM
298
Geneos Wealth Management
Colorado
$3.42M +$354K +6,506 +12%
AWM
299
Apollon Wealth Management
South Carolina
$3.37M -$516K -9,490 -13%
MYIA
300
Mount Yale Investment Advisors
Colorado
$3.36M -$3.48M -64,014 -51%