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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 %
SFS
401
Sowell Financial Services
Arkansas
$2.06M +$239K +4,548 +13%
WF
402
Warner Financial
Maryland
$2.05M +$19.9K +380 +1%
ACP
403
Aveo Capital Partners
Colorado
$2.04M +$987K +18,804 +93%
FFA
404
First Foundation Advisors
California
$2.04M +$49.3K +940 +2%
WP
405
WealthPLAN Partners
Nebraska
$2.03M +$127K +2,412 +7%
AA
406
Armis Advisers
Georgia
$2.03M +$2.03M +38,753 New
RWP
407
Revolve Wealth Partners
New Jersey
$2.03M +$594K +11,327 +41%
UAS
408
United Asset Strategies
New York
$2.01M +$38.6K +736 +2%
SPI
409
Sutton Place Investors
New York
$2M +$155K +2,947 +8%
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M +$145K +2,760 +8%
WIA
411
World Investment Advisors
California
$1.98M +$371K +7,074 +23%
IIC
412
Ironwood Investment Counsel
Arizona
$1.94M -$105K -2,000 -5%
GM
413
GeoWealth Management
Illinois
$1.93M -$3.57K -68 -0.2%
BWA
414
BCU Wealth Advisors
Illinois
$1.93M +$256K +4,875 +15%
KWM
415
Kingsview Wealth Management
Oregon
$1.9M +$281K +5,349 +17%
LIA
416
LifePlan Investment Advisors
North Carolina
$1.89M +$641K +12,224 +51%
CWA
417
CogentBlue Wealth Advisors
Tennessee
$1.89M +$1.89M +36,031 New
MCC
418
Maiden Cove Capital
Maine
$1.89M +$32.9K +627 +2%
NL
419
NWAM LLC
Washington
$1.87M +$366K +6,982 +24%
VM
420
VPR Management
Texas
$1.87M
WWA
421
Wingate Wealth Advisors
Massachusetts
$1.87M +$1.87M +35,671 New
MWM
422
Maripau Wealth Management
Indiana
$1.87M -$1.07M -20,446 -36%
FAIM
423
Financial Advocates Investment Management
Washington
$1.87M +$1.74M +33,211 +1,398%
CCFM
424
Clear Creek Financial Management
Washington
$1.87M +$255K +4,860 +16%
KAM
425
KEB Asset Management
Illinois
$1.87M -$22.9K -436 -1%