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iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
376
Oliver Lagore Vanvalin Investment Group
Michigan
$1.48M +$1.04M +21,330 +241%
RP
377
Riverwater Partners
Wisconsin
$1.47M +$19.4K +397 +1%
AIM
378
Alhambra Investment Management
Florida
$1.47M -$56.6K -1,157 -4%
SFA
379
Source Financial Advisors
New York
$1.46M -$43.3K -885 -3%
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M -$1.2M -24,578 -45%
CRI
381
Commonwealth Retirement Investments
Virginia
$1.45M -$538 -11 -0%
BAG
382
Briggs Advisory Group
Rhode Island
$1.44M
MIAS
383
Mason Investment Advisory Services
Virginia
$1.44M -$172K -3,517 -11%
HSBC Holdings
384
HSBC Holdings
United Kingdom
$1.44M -$11.5K -234 -0.8%
ACA
385
Ascension Capital Advisors
Texas
$1.41M
WHCI
386
W.H. Cornerstone Investments
Massachusetts
$1.41M -$334K -6,817 -19%
WANY
387
Wealthspire Advisors (New York)
New York
$1.41M -$110K -2,244 -7%
BFA
388
BMS Financial Advisors
South Dakota
$1.39M -$1.31M -26,681 -48%
CAL
389
Capital Analysts LLC
Pennsylvania
$1.39M +$96.5K +1,972 +7%
ACP
390
Aveo Capital Partners
Colorado
$1.38M -$12.8K -261 -0.9%
ICP
391
Interchange Capital Partners
Pennsylvania
$1.38M +$302K +6,161 +28%
NCM
392
Neumann Capital Management
California
$1.36M -$137K -2,790 -9%
CFD
393
Creative Financial Designs
Indiana
$1.34M -$167K -3,419 -11%
RWP
394
Revolve Wealth Partners
New Jersey
$1.33M -$10.1K -206 -0.8%
GWP
395
Gateway Wealth Partners
Wisconsin
$1.32M -$61.1K -1,248 -4%
RFP
396
RCS Financial Planning
Maryland
$1.31M +$146K +2,982 +13%
NHC
397
Nicholas Hoffman & Company
Georgia
$1.3M -$2.2K -45 -0.2%
SFG
398
Sage Financial Group
Pennsylvania
$1.29M -$95.8K -1,958 -7%
PI
399
PineBridge Investments
New York
$1.28M +$1.28M +26,230 New
CCFM
400
Clear Creek Financial Management
Washington
$1.28M +$254K +5,194 +25%