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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 %
SEM
376
Strategic Equity Management
Arizona
$2.06M +$2.06M +37,842 New
WF
377
Warner Financial
Maryland
$2.05M +$93.3K +1,715 +5%
LA
378
LVW Advisors
New York
$2.04M +$333K +6,116 +19%
HPM
379
Hoxton Planning & Management
West Virginia
$2.02M -$1.12M -20,563 -36%
UAS
380
United Asset Strategies
New York
$1.99M +$381 +7 +0%
CWP
381
Cyndeo Wealth Partners
Florida
$1.96M +$540K +9,921 +38%
KAM
382
KEB Asset Management
Illinois
$1.96M
X
383
Xponance
Pennsylvania
$1.96M
VM
384
VPR Management
Texas
$1.94M
IF
385
Intrua Financial
Texas
$1.88M +$561K +10,319 +43%
WC
386
Weil Company
California
$1.85M +$12.3K +227 +0.7%
CTC
387
Central Trust Company
Missouri
$1.84M -$49.1K -903 -3%
SIA
388
Stegner Investment Associates
Kentucky
$1.83M -$42.1K -774 -2%
TCA
389
Transcend Capital Advisors
New Jersey
$1.82M -$709K -13,027 -28%
WWP
390
WR Wealth Planners
Missouri
$1.82M -$1.07M -19,649 -37%
NA
391
Navellier & Associates
Nevada
$1.81M
CFD
392
Creative Financial Designs
Indiana
$1.74M +$26.7K +491 +2%
PFP
393
Pinnacle Financial Partners
Tennessee
$1.71M +$311K +5,718 +22%
GP
394
Girard Partners
Pennsylvania
$1.7M +$41.1K +755 +2%
SC
395
Seldon Capital
California
$1.69M
MIAS
396
Mason Investment Advisory Services
Virginia
$1.65M +$9.74K +179 +0.6%
TPWA
397
Twin Peaks Wealth Advisors
California
$1.64M -$143K -2,626 -8%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$1.63M -$668K -12,276 -29%
GWP
399
Gateway Wealth Partners
Wisconsin
$1.62M -$852K -15,668 -34%
NCM
400
Neumann Capital Management
California
$1.62M