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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 %
WPWM
401
Windward Private Wealth Management
Kansas
$1.59M -$66.3K -1,219 -4%
CIS
402
Custom Index Systems
New York
$1.57M +$636K +11,687 +68%
VWM
403
Venturi Wealth Management
Texas
$1.56M -$970K -17,827 -38%
BIG
404
Bush Investment Group
Georgia
$1.55M -$802K -14,738 -34%
FHA
405
Flagship Harbor Advisors
Massachusetts
$1.54M +$1.54M +28,279 New
FWP
406
Falcon Wealth Planning
California
$1.53M +$189K +3,466 +14%
HSBC Holdings
407
HSBC Holdings
United Kingdom
$1.52M +$93.2K +1,713 +7%
Financial Engines Advisors
408
Financial Engines Advisors
California
$1.51M -$27.5K -506 -2%
TPCW
409
TD Private Client Wealth
New York
$1.51M +$110K +2,021 +8%
AEPWM
410
Atlantic Edge Private Wealth Management
Florida
$1.51M -$173K -3,180 -10%
EWA
411
EP Wealth Advisors
California
$1.47M -$383K -7,046 -21%
RWP
412
Revolve Wealth Partners
New Jersey
$1.47M -$28.5K -523 -2%
Betterment LLC
413
Betterment LLC
New York
$1.46M +$174K +3,208 +14%
CIA
414
Concurrent Investment Advisors
Florida
$1.45M -$1.15M -21,085 -44%
FWM
415
Fortress Wealth Management
California
$1.44M -$744K -13,676 -34%
NS
416
NBC Securities
Alabama
$1.43M +$112K +2,060 +8%
NHC
417
Nicholas Hoffman & Company
Georgia
$1.42M -$19.9K -366 -1%
WANY
418
Wealthspire Advisors (New York)
New York
$1.4M -$45.9K -843 -3%
FFA
419
Fragasso Financial Advisors
Pennsylvania
$1.4M +$13.9K +256 +1%
VPP
420
Vertex Planning Partners
Illinois
$1.39M -$423K -7,781 -23%
GSC
421
G&S Capital
Colorado
$1.38M -$824K -15,144 -37%
RA
422
Rockingstone Advisors
Massachusetts
$1.38M -$160K -2,940 -10%
CAM
423
Campion Asset Management
Virginia
$1.37M +$99.7K +1,833 +8%
SC
424
SouthState Corp
Florida
$1.37M +$14.2K +261 +1%
AWM
425
Axxcess Wealth Management
California
$1.37M +$788K +14,482 +135%