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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+61
Holders Change %
+7.39%
% of All Funds
12.99%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
141
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
401
Capital Analysts LLC
Pennsylvania
$1.82M -$322K -6,187 -15%
CTC
402
Central Trust Company
Missouri
$1.81M -$86.5K -1,660 -5%
SIA
403
Stegner Investment Associates
Kentucky
$1.79M -$32.5K -623 -2%
EWA
404
EP Wealth Advisors
California
$1.78M +$771K +14,800 +76%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$1.77M -$5.46M -104,886 -76%
WC
406
Weil Company
California
$1.76M +$55.9K +1,073 +3%
NA
407
Navellier & Associates
Nevada
$1.74M
VPP
408
Vertex Planning Partners
Illinois
$1.74M +$27.6K +530 +2%
TPWA
409
Twin Peaks Wealth Advisors
California
$1.71M +$1.71M +32,787 New
AA
410
Ancora Advisors
Ohio
$1.65M -$80K -1,535 -5%
CFD
411
Creative Financial Designs
Indiana
$1.64M +$200K +3,846 +14%
LA
412
LVW Advisors
New York
$1.64M +$9.8K +188 +0.6%
SC
413
Seldon Capital
California
$1.62M
AEPWM
414
Atlantic Edge Private Wealth Management
Florida
$1.61M +$1.61M +30,884 New
WPWM
415
Windward Private Wealth Management
Kansas
$1.59M -$268K -5,147 -14%
GP
416
Girard Partners
Pennsylvania
$1.59M -$43.7K -839 -3%
MIAS
417
Mason Investment Advisory Services
Virginia
$1.57M +$32.6K +625 +2%
BL
418
Balentine LLC
Georgia
$1.57M -$134K -2,567 -8%
SFA
419
Source Financial Advisors
New York
$1.55M -$21.9K -421 -1%
NCM
420
Neumann Capital Management
California
$1.55M
ACP
421
Aveo Capital Partners
Colorado
$1.52M -$22.9K -439 -1%
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$125K +2,397 +9%
ACA
423
Ascension Capital Advisors
Texas
$1.5M
PCA
424
Prosperity Capital Advisors
Ohio
$1.49M -$204K -3,915 -12%
WHCI
425
W.H. Cornerstone Investments
Massachusetts
$1.49M -$577K -11,081 -28%