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iShares MSCI EAFE Value ETF

999 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, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
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
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
276
MONECO Advisors
Connecticut
$4.45M -$489K -9,312 -10%
WA
277
Wealth Architects
California
$4.44M -$34.3K -654 -0.8%
EWA
278
Elevate Wealth Advisory
Georgia
$4.39M +$50.3K +959 +1%
EFH
279
Eaton Financial Holdings
Florida
$4.36M -$158K -3,009 -3%
CWP
280
Corepath Wealth Partners
Arizona
$4.35M +$313K +5,990 +8%
MCA
281
Maryland Capital Advisors
Maryland
$4.35M -$22.2K -423 -0.5%
RT
282
Rockland Trust
Massachusetts
$4.32M +$21.9K +417 +0.5%
NWM
283
Northwest Wealth Management
Iowa
$4.32M -$373K -7,113 -8%
IAA
284
Independent Advisor Alliance
North Carolina
$4.29M +$4.29M +81,788 New
FT
285
Fiduciary Trust
Massachusetts
$4.25M +$20.1K +384 +0.5%
1WA
286
180 Wealth Advisors
Washington
$4.22M -$57.7K -1,100 -1%
EFG
287
Ehrlich Financial Group
California
$4.22M +$36.6K +698 +0.9%
SFG
288
Shum Financial Group
California
$4.17M +$67.7K +1,290 +2%
MBT
289
Montecito Bank & Trust
California
$4.15M -$35.2K -670 -0.8%
KV
290
Kickstand Ventures
New York
$4.14M -$401K -7,635 -9%
LWA
291
Lifelong Wealth Advisors
Minnesota
$4.11M +$4.11M +78,339 New
TPWA
292
Twin Peaks Wealth Advisors
California
$4.07M +$727K +13,851 +22%
MA
293
Mutual Advisors
Nebraska
$4.04M +$412K +7,775 +11%
BWCS
294
Beirne Wealth Consulting Services
Connecticut
$4.04M -$2.99K -57 -0.1%
LF
295
Lantz Financial
Illinois
$4.03M +$420K +8,011 +12%
CG
296
Clifford Group
Massachusetts
$4.02M +$113K +2,147 +3%
ATPW
297
Ashton Thomas Private Wealth
Arizona
$4M +$3.49M +66,520 +691%
PA
298
PFG Advisors
Arizona
$3.98M +$514K +9,799 +15%
CFO
299
Collective Family Office
Pennsylvania
$3.97M -$12.8K -244 -0.3%
ZF
300
Zhang Financial
Michigan
$3.96M +$18.3K +349 +0.5%