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iShares MSCI EAFE Value ETF

998 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, 480 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+53
Holders Change %
+5.61%
% of All Funds
13.29%
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
480
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
301
U.S. Capital Wealth Advisors
Texas
$3.94M -$10K -191 -0.3%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$3.87M +$75.8K +1,444 +2%
CFA
303
Cahill Financial Advisors
Minnesota
$3.83M -$506K -9,635 -12%
VCP
304
Verus Capital Partners
Arizona
$3.79M -$700K -13,349 -16%
FRA
305
FFG Retirement Advisors
Colorado
$3.76M +$2.28M +43,512 +154%
CAG
306
Csenge Advisory Group
Florida
$3.64M +$364K +6,944 +11%
AWM
307
Apollon Wealth Management
South Carolina
$3.63M +$856K +16,311 +31%
MLA
308
My Legacy Advisors
Oregon
$3.63M +$251K +4,742 +7%
BBWP
309
Beacon Bridge Wealth Partners
Pennsylvania
$3.61M -$293K -5,580 -7%
GWM
310
Geneos Wealth Management
Colorado
$3.6M +$44.1K +840 +1%
SIM
311
Synergy Investment Management
Florida
$3.58M +$3.58M +68,157 New
BBA
312
Braun-Bostich & Associates
Pennsylvania
$3.55M +$334K +6,361 +10%
QPWM
313
Quadrant Private Wealth Management
Pennsylvania
$3.55M -$85.2K -1,623 -2%
IFA
314
Interactive Financial Advisors
Illinois
$3.54M +$76.3K +1,454 +2%
CA
315
Claro Advisors
Massachusetts
$3.54M +$166K +3,161 +5%
EPW
316
Endeavor Private Wealth
Kansas
$3.49M +$3.49M +66,488 New
HI
317
Harbour Investments
Wisconsin
$3.46M +$191K +3,632 +6%
MCCA
318
Mill Creek Capital Advisors
Pennsylvania
$3.46M
P
319
Pitcairn
Pennsylvania
$3.46M
MWM
320
Modern Wealth Management
Kansas
$3.45M +$1.95M +37,100 +130%
LSA
321
Lansing Street Advisors
Pennsylvania
$3.42M +$448K +8,543 +15%
CWM
322
Cranbrook Wealth Management
Michigan
$3.37M +$3.78K +72 +0.1%
CC
323
Copperleaf Capital
North Carolina
$3.37M +$1.28M +24,411 +61%
FWMM
324
Foundation Wealth Management (Missouri)
Missouri
$3.36M +$15.2K +289 +0.5%
NFW
325
Noble Family Wealth
Florida
$3.35M +$41.9K +799 +1%