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iShares MSCI EAFE Value ETF

999 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, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
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
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UW
351
Unique Wealth
Florida
$2.94M +$1.4M +26,626 +90%
DL
352
DOHJ LLC
Washington
$2.89M +$63.3K +1,207 +2%
PFP
353
Pinnacle Financial Partners
Tennessee
$2.88M +$829K +15,798 +40%
SFA
354
Salus Financial Advisors
Colorado
$2.81M +$2.81M +53,533 New
DWS
355
Dynamic Wealth Strategies
California
$2.8M +$34.8K +663 +1%
BWM
356
BlackDiamond Wealth Management
New York
$2.79M -$131K -2,490 -4%
BFS
357
BridgePort Financial Solutions
Iowa
$2.77M +$2.77M +48,310 New
RFP
358
RCS Financial Planning
Maryland
$2.76M -$269K -5,135 -9%
CFG
359
Clayton Financial Group
Missouri
$2.75M +$674K +12,850 +33%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$2.72M +$19.8K +377 +0.7%
ANTB
361
AMG National Trust Bank
Colorado
$2.71M +$59.5K +1,136 +2%
NFP
362
Narus Financial Partners
Utah
$2.71M +$176K +3,352 +7%
DSA
363
Droms Strauss Advisors
Missouri
$2.71M +$1.65M +31,474 +156%
Principal Financial Group
364
Principal Financial Group
Iowa
$2.66M +$1.11M +21,076 +71%
KFI
365
Key Financial Inc
Pennsylvania
$2.61M -$17K -324 -0.6%
SFG
366
Sage Financial Group
Pennsylvania
$2.59M +$983K +18,725 +61%
SWA
367
Sax Wealth Advisors
New Jersey
$2.57M +$338K +6,435 +15%
SIA
368
SkyView Investment Advisors
New Jersey
$2.55M +$43.3K +826 +2%
BIG
369
Bush Investment Group
Georgia
$2.51M +$206K +3,931 +9%
WT
370
Whittier Trust
California
$2.5M +$165K +3,137 +7%
RW
371
Ridgeline Wealth
Arizona
$2.49M +$2.49M +47,372 New
IA
372
IFP Advisors
Florida
$2.47M +$383K +7,303 +18%
SAW
373
Signal Advisors Wealth
Michigan
$2.46M -$849K -16,185 -26%
SRC
374
Shufro Rose & Co
New York
$2.46M +$37.3K +710 +2%
SFS
375
Summit Financial Strategies
Ohio
$2.44M -$29K -552 -1%