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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 %
FW
376
FullCircle Wealth
Texas
$2.44M +$348K +6,124 +17%
IFS
377
Ifrah Financial Services
Arkansas
$2.42M +$12.5K +238 +0.5%
AA
378
Advisory Alpha
Michigan
$2.38M -$175K -3,330 -7%
EWA
379
EverSource Wealth Advisors
Alabama
$2.37M +$268K +5,102 +13%
RIM
380
Redwood Investment Management
Arizona
$2.37M +$187K +3,567 +9%
SWP
381
Stratos Wealth Partners
Ohio
$2.37M +$132K +2,523 +6%
MWS
382
Maxwell Wealth Strategies
California
$2.36M +$42K +800 +2%
NW
383
NewEdge Wealth
Pennsylvania
$2.32M -$414K -7,888 -15%
VPP
384
Vertex Planning Partners
Illinois
$2.31M +$28.2K +538 +1%
CB
385
Commerce Bank
Missouri
$2.3M +$157K +3,000 +7%
RWS
386
Retirement Wealth Solutions
Wisconsin
$2.29M +$2.29M +44,092 New
O3W
387
Omni 360 Wealth
New Jersey
$2.26M +$288K +5,484 +15%
CIS
388
Custom Index Systems
New York
$2.24M +$68.5K +1,305 +3%
HNB
389
Huntington National Bank
Ohio
$2.24M -$2.83M
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
$2.23M -$75.8K -1,444 -3%
FHA
391
Flagship Harbor Advisors
Massachusetts
$2.23M +$101K +1,922 +5%
SYBT
392
Stock Yards Bank & Trust
Kentucky
$2.2M -$140K -2,662 -6%
CWP
393
Cyndeo Wealth Partners
Florida
$2.2M -$121K -2,307 -5%
CRI
394
Commonwealth Retirement Investments
Virginia
$2.2M +$332K +6,327 +18%
RW
395
Regimen Wealth
Georgia
$2.18M +$845K +16,117 +63%
AFTS
396
American Financial & Tax Strategies
New York
$2.16M
VWM
397
Venturi Wealth Management
Texas
$2.16M +$1.3M +24,769 +151%
WFS
398
WealthGarden F.S.
California
$2.12M +$107K +2,041 +5%
ICP
399
Interchange Capital Partners
Pennsylvania
$2.11M +$80.5K +1,534 +4%
SWM
400
Sterling Wealth Management
Illinois
$2.1M -$2.1K -40 -0.1%