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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 %
CWM
301
Cranbrook Wealth Management
Michigan
$2.59M -$207K -4,267 -7%
Squarepoint
302
Squarepoint
New York
$2.58M +$2.58M +53,107 New
KFI
303
Key Financial Inc
Pennsylvania
$2.57M -$21.8K -450 -0.8%
HNB
304
Huntington National Bank
Ohio
$2.55M -$2.34M
CWM
305
Centurion Wealth Management
Virginia
$2.53M -$778K -16,023 -23%
MLA
306
My Legacy Advisors
Oregon
$2.53M -$460K -9,379 -15%
IA
307
IFG Advisory
Georgia
$2.46M -$74.6K -1,538 -3%
SWA
308
Sax Wealth Advisors
New Jersey
$2.45M +$22.4K +461 +0.9%
WAL
309
W Advisors LLC
Tennessee
$2.37M -$195K -4,026 -8%
WWP
310
WR Wealth Planners
Missouri
$2.35M -$644K -13,276 -22%
BWM
311
Baystate Wealth Management
Massachusetts
$2.34M -$501K -10,323 -18%
GVAG
312
Great Valley Advisor Group
Delaware
$2.34M +$134K +2,770 +6%
Legacy Financial Group (Iowa)
313
Legacy Financial Group (Iowa)
Iowa
$2.33M +$609K +12,551 +35%
IIC
314
Ironwood Investment Counsel
Arizona
$2.32M -$3.01M -62,086 -57%
BBNA
315
Bremer Bank National Association
Minnesota
$2.31M -$1.65K -34 -0.1%
NFP
316
Narus Financial Partners
Utah
$2.28M +$4.51K +93 +0.2%
IC
317
IEQ Capital
California
$2.28M
FWM
318
Fortress Wealth Management
California
$2.28M -$81.4K -1,678 -3%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$2.27M +$83.4K +1,719 +4%
GSC
320
G&S Capital
Colorado
$2.26M +$1.68M +34,583 +290%
AG
321
Ascent Group
Virginia
$2.24M +$114K +2,339 +5%
FCFC
322
First Commonwealth Financial Corp
Pennsylvania
$2.24M +$567K +11,690 +34%
LF
323
Lantz Financial
Illinois
$2.22M -$709K -14,614 -24%
IFS
324
Ifrah Financial Services
Arkansas
$2.11M -$48.8K -1,006 -2%
WIM
325
Westside Investment Management
California
$2.1M +$3.88K +80 +0.2%