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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 %
MFA
301
Mayflower Financial Advisors
Massachusetts
$3.35M -$1M -18,410 -23%
PW
302
Peninsula Wealth
California
$3.35M +$3.35M +61,600 New
DI
303
Disciplined Investments
Oklahoma
$3.28M -$61.8K -1,136 -2%
RSWM
304
Robertson Stephens Wealth Management
California
$3.28M +$67.7K +1,245 +2%
TWM
305
Tradition Wealth Management
Minnesota
$3.26M -$1.29M -23,634 -28%
CWM
306
Cranbrook Wealth Management
Michigan
$3.26M +$253K +4,654 +8%
Squarepoint
307
Squarepoint
New York
$3.25M -$1.02M -18,666 -24%
MWM
308
Mosley Wealth Management
California
$3.23M -$392K -7,204 -11%
CA
309
CoreCap Advisors
Michigan
$3.21M +$48.2K +886 +2%
QC
310
Quadrature Capital
United Kingdom
$3.2M +$3.2M +58,908 New
TCM
311
Telos Capital Management
California
$3.19M +$23.1K +425 +0.7%
Millennium Management
312
Millennium Management
New York
$3.16M +$3.16M +58,119 New
HG
313
Harbor Group
New Hampshire
$3.16M -$102K -1,876 -3%
CC
314
Copperleaf Capital
North Carolina
$3.11M +$161K +2,954 +5%
AL
315
ADE LLC
Maryland
$3.07M +$7.83K +144 +0.3%
CC
316
Courier Capital
New York
$3.04M +$469K +8,630 +18%
SCM
317
SOL Capital Management
Maryland
$3.02M -$702K -12,905 -19%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$3.02M +$3.02M +55,457 New
CFS
319
Commonwealth Financial Services
West Virginia
$2.98M -$4.32K -83 -0.1%
SWM
320
Scissortail Wealth Management
Oklahoma
$2.97M +$2.97M +54,648 New
RFP
321
RCS Financial Planning
Maryland
$2.96M -$207K -3,796 -7%
SWA
322
Stratos Wealth Advisors
Ohio
$2.96M -$807K -14,835 -21%
DWM
323
Dynasty Wealth Management
Florida
$2.88M +$2.88M +52,882 New
VCP
324
Verus Capital Partners
Arizona
$2.84M -$86.2K -1,584 -3%
DWS
325
Dynamic Wealth Strategies
California
$2.77M +$77.4K +1,423 +3%