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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 %
RWP
401
Revolve Wealth Partners
New Jersey
$1.33M +$140K +2,875 +12%
WS
402
Wedbush Securities
California
$1.3M -$80.8K -1,666 -6%
NHC
403
Nicholas Hoffman & Company
Georgia
$1.29M +$1.65K +34 +0.1%
CAL
404
Capital Analysts LLC
Pennsylvania
$1.28M -$370K -7,624 -22%
RCM
405
Raleigh Capital Management
North Carolina
$1.25M -$644K -13,260 -34%
Aberdeen Group
406
Aberdeen Group
United Kingdom
$1.25M -$477K -9,819 -28%
FT
407
Fiduciary Trust
Massachusetts
$1.25M +$122K +2,507 +11%
SWP
408
Stratos Wealth Partners
Ohio
$1.23M -$3.49M -71,847 -74%
QIM
409
Quantitative Investment Management
Virginia
$1.23M +$1.23M +25,382 New
SFO
410
Stokes Family Office
Louisiana
$1.23M +$439K +9,054 +56%
FFA
411
Fragasso Financial Advisors
Pennsylvania
$1.22M -$93.5K -1,927 -7%
BMCM
412
Bryn Mawr Capital Management
Pennsylvania
$1.22M +$152K +3,131 +14%
WA
413
Waverly Advisors
Alabama
$1.18M +$3.49K +72 +0.3%
AIA
414
Alera Investment Advisors
Illinois
$1.17M -$539K -11,099 -31%
SC
415
SouthState Corp
Florida
$1.17M
RFP
416
RCS Financial Planning
Maryland
$1.16M -$327K -6,733 -22%
JJBC
417
James J. Burns & Company
New York
$1.14M +$23.7K +489 +2%
CA
418
Continuum Advisory
Idaho
$1.12M -$96.5K -1,988 -8%
CWA
419
Clearview Wealth Advisors
Oregon
$1.1M -$2.26M -46,468 -67%
MCCA
420
Mill Creek Capital Advisors
Pennsylvania
$1.1M +$182K +3,749 +20%
TWP
421
Tempus Wealth Planning
California
$1.09M +$70.4K +1,450 +7%
CAM
422
Campion Asset Management
Virginia
$1.08M +$63.1K +1,300 +6%
VCP
423
Verus Capital Partners
Arizona
$1.08M -$202K -4,156 -16%
ICP
424
Interchange Capital Partners
Pennsylvania
$1.07M -$165K -3,390 -13%
AFAS
425
Acorn Financial Advisory Services
Virginia
$1.06M -$53K -1,093 -5%