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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 %
BAM
326
Belpointe Asset Management
Nevada
$2.08M -$603K -12,426 -23%
ANTB
327
AMG National Trust Bank
Colorado
$2.07M +$141K +2,913 +7%
KWS
328
Keystone Wealth Services
California
$2.04M -$99.4K -2,048 -5%
VWM
329
Venturi Wealth Management
Texas
$1.99M -$917K -18,889 -32%
DI
330
DFPG Investments
Utah
$1.92M +$1.55M +31,963 +416%
EWA
331
EverSource Wealth Advisors
Alabama
$1.92M -$220K -4,525 -10%
CF
332
Centaurus Financial
California
$1.92M +$597K +12,308 +45%
T
333
TRUADVICE
Florida
$1.91M -$515K -10,250 -21%
HT
334
HighTower Trust
Texas
$1.9M -$36.1K -754 -2%
HIGP
335
Hill Investment Group Partners
Missouri
$1.9M -$45.3K -933 -2%
QPWM
336
Quadrant Private Wealth Management
Pennsylvania
$1.89M -$5K -103 -0.3%
GIA
337
GHP Investment Advisors
Colorado
$1.87M -$168K -3,467 -8%
LFG
338
Larson Financial Group
Missouri
$1.85M -$91.3K -1,882 -5%
RW
339
Regimen Wealth
Georgia
$1.85M -$71.2K -1,455 -4%
CTC
340
Central Trust Company
Missouri
$1.79M +$709K +14,609 +65%
UAS
341
United Asset Strategies
New York
$1.79M -$4.35M -43,629 -71%
CB
342
Commerce Bank
Missouri
$1.79M +$110K +2,259 +7%
AssetMark Inc
343
AssetMark Inc
California
$1.79M -$302K -6,227 -14%
BWM
344
BlackDiamond Wealth Management
New York
$1.79M +$1.5M +30,265 +517%
SPC
345
Sigma Planning Corp
Michigan
$1.78M -$54.6K -1,126 -3%
WPWM
346
Windward Private Wealth Management
Kansas
$1.78M -$20.1K -414 -1%
TCA
347
Transcend Capital Advisors
New Jersey
$1.76M -$437K -9,011 -20%
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$1.75M -$200K -4,126 -10%
KAM
349
KEB Asset Management
Illinois
$1.75M
VAS
350
Vestmark Advisory Solutions
Massachusetts
$1.75M -$518K -10,664 -23%