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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 %
FFA
401
Fragasso Financial Advisors
Pennsylvania
$1.28M +$44.1K +902 +4%
WS
402
Wedbush Securities
California
$1.27M -$39.4K -806 -3%
Aberdeen Group
403
Aberdeen Group
United Kingdom
$1.26M
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$1.24M -$120K -2,450 -9%
BMCM
405
Bryn Mawr Capital Management
Pennsylvania
$1.23M +$440 +9 +0%
RCM
406
Raleigh Capital Management
North Carolina
$1.23M -$35.5K -725 -3%
SFG
407
Sovereign Financial Group
Connecticut
$1.21M -$186K -3,806 -13%
TPWA
408
TRUE Private Wealth Advisors
Oregon
$1.21M +$341K +6,959 +39%
SFO
409
Stokes Family Office
Louisiana
$1.21M -$31.3K -639 -3%
LFA
410
Legacy Financial Advisors
Kentucky
$1.2M -$5.99M -122,436 -83%
WCM
411
Wealthcare Capital Management
Virginia
$1.19M +$180K +3,670 +18%
SC
412
SouthState Corp
Florida
$1.18M -$5.04K -103 -0.4%
SWP
413
Stratos Wealth Partners
Ohio
$1.17M -$72.5K -1,482 -6%
AIA
414
Alera Investment Advisors
Illinois
$1.16M -$22.9K -468 -2%
GFPC
415
Global Financial Private Client
Florida
$1.15M +$235K +4,787 +26%
WTC
416
WhitTier Trust Company
Nevada
$1.14M +$91K +1,860 +9%
CAM
417
Campion Asset Management
Virginia
$1.14M +$41.4K +845 +4%
WIM
418
Westside Investment Management
California
$1.13M -$986K -20,156 -47%
GIA
419
GHP Investment Advisors
Colorado
$1.12M -$789K -15,878 -41%
FT
420
Fiduciary Trust
Massachusetts
$1.11M -$151K -3,089 -12%
AFAS
421
Acorn Financial Advisory Services
Virginia
$1.1M +$37.4K +764 +4%
VCP
422
Verus Capital Partners
Arizona
$1.1M +$14.5K +297 +1%
TFA
423
Tobias Financial Advisors
Florida
$1.08M +$45K +919 +4%
VPP
424
Vertex Planning Partners
Illinois
$1.07M +$7.68K +157 +0.7%
PCA
425
Prosperity Capital Advisors
Ohio
$1.06M +$218K +4,453 +26%