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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 %
ES
326
Eagle Strategies
New York
$2.77M +$2.77M +50,889 New
SFS
327
Summit Financial Strategies
Ohio
$2.75M -$117K -2,154 -4%
SYBT
328
Stock Yards Bank & Trust
Kentucky
$2.75M -$1.86M -34,173 -40%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$2.73M +$119K +2,184 +5%
KFI
330
Key Financial Inc
Pennsylvania
$2.72M -$20K -368 -0.7%
WT
331
Whittier Trust
California
$2.72M -$77.5K -1,425 -3%
LSA
332
Lansing Street Advisors
Pennsylvania
$2.71M +$88.3K +1,623 +3%
AA
333
Advisory Alpha
Michigan
$2.7M -$2.46M -45,242 -48%
FEG
334
Fund Evaluation Group
Ohio
$2.7M
LF
335
Lantz Financial
Illinois
$2.69M -$950K -17,472 -26%
PLFA
336
Pacific Life Fund Advisors
California
$2.69M -$9.13M -167,906 -77%
USCWA
337
U.S. Capital Wealth Advisors
Texas
$2.68M -$2.21M -40,681 -45%
MWM
338
Maripau Wealth Management
Indiana
$2.66M -$760K -13,974 -22%
HNB
339
Huntington National Bank
Ohio
$2.66M -$2.58M
CWA
340
Clearview Wealth Advisors
Oregon
$2.65M +$1.61M +29,631 +155%
DL
341
DOHJ LLC
Washington
$2.65M -$133K -2,445 -5%
AWE
342
Avidian Wealth Enterprises
Texas
$2.63M -$1.16M -21,394 -31%
HI
343
Harbour Investments
Wisconsin
$2.63M -$1.17M -21,462 -31%
NFP
344
Narus Financial Partners
Utah
$2.63M +$96.3K +1,770 +4%
EFG
345
Ehrlich Financial Group
California
$2.62M -$52.3K -961 -2%
WAL
346
W Advisors LLC
Tennessee
$2.59M -$374K -6,873 -13%
PFS
347
Prospera Financial Services
Texas
$2.56M +$65.6K +1,206 +3%
IFS
348
Ifrah Financial Services
Arkansas
$2.51M +$49.4K +909 +2%
SIA
349
SkyView Investment Advisors
New Jersey
$2.48M +$52K +956 +2%
IA
350
IFG Advisory
Georgia
$2.46M -$346K -6,363 -12%