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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 %
UCFA
376
United Capital Financial Advisors
Texas
$1.51M -$288K -5,932 -16%
RSWM
377
Robertson Stephens Wealth Management
California
$1.5M -$283K -5,822 -16%
WANY
378
Wealthspire Advisors (New York)
New York
$1.5M -$190K -3,909 -11%
SFA
379
Source Financial Advisors
New York
$1.49M -$1.75M -36,039 -54%
CFD
380
Creative Financial Designs
Indiana
$1.49M -$219K -4,515 -13%
NCM
381
Neumann Capital Management
California
$1.48M
RJT
382
Raymond James Trust
Florida
$1.48M +$617K +12,724 +72%
CAM
383
Concorde Asset Management
Michigan
$1.48M -$914K -18,822 -38%
WP
384
WealthPLAN Partners
Nebraska
$1.47M -$166K -3,429 -10%
RP
385
Riverwater Partners
Wisconsin
$1.44M
SRC
386
Shufro Rose & Co
New York
$1.44M +$767K +15,801 +114%
HSBC Holdings
387
HSBC Holdings
United Kingdom
$1.44M -$10.3K -212 -0.7%
CRI
388
Commonwealth Retirement Investments
Virginia
$1.44M -$376K -7,751 -21%
BAG
389
Briggs Advisory Group
Rhode Island
$1.43M
HF
390
HRT Financial
New York
$1.42M +$1.42M +29,204 New
WF
391
Warner Financial
Maryland
$1.41M +$107K +2,196 +8%
ACA
392
Ascension Capital Advisors
Texas
$1.4M
SWA
393
Stratos Wealth Advisors
Ohio
$1.4M -$399K -8,213 -22%
ACP
394
Aveo Capital Partners
Colorado
$1.38M +$980K +20,198 +242%
SFG
395
Sovereign Financial Group
Connecticut
$1.38M -$291K -5,998 -17%
SFG
396
Sage Financial Group
Pennsylvania
$1.38M -$325K -6,702 -19%
GWP
397
Gateway Wealth Partners
Wisconsin
$1.37M -$197K -4,066 -13%
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$1.34M -$199K -4,102 -13%
FF
399
Friedenthal Financial
New Jersey
$1.34M +$1.34M +27,564 New
Financial Engines Advisors
400
Financial Engines Advisors
California
$1.33M -$587K -12,094 -31%