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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 %
VPP
426
Vertex Planning Partners
Illinois
$1.05M -$200K -4,115 -16%
FWP
427
Falcon Wealth Planning
California
$1.04M -$25.8K -531 -2%
WTC
428
WhitTier Trust Company
Nevada
$1.04M +$90.2K +1,860 +10%
Neuberger Berman Group
429
Neuberger Berman Group
New York
$1.03M +$158K +3,254 +18%
SP
430
Successful Portfolios
Florida
$1.03M +$2.57K +53 +0.3%
TFA
431
Tobias Financial Advisors
Florida
$1.03M +$16.5K +339 +2%
MHR
432
Matthew Hamilton Rosenberg
$1.02M -$5.05K -104 -0.5%
CCFM
433
Clear Creek Financial Management
Washington
$1.02M -$885K -18,227 -47%
WCM
434
Wealthcare Capital Management
Virginia
$998K +$162K +3,346 +19%
WMS
435
Wealth Management Solutions
Pennsylvania
$984K -$853K -17,584 -46%
CCWA
436
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$978K +$369K +7,604 +61%
PG
437
Patten Group
Tennessee
$965K +$96.3K +1,985 +11%
TI
438
Trexquant Investment
Connecticut
$963K +$963K +19,834 New
SWM
439
Soundmark Wealth Management
Washington
$956K -$159K -3,277 -14%
AA
440
Ancora Advisors
Ohio
$943K -$228K -4,701 -19%
MW
441
Marcum Wealth
Ohio
$915K -$70.1K -1,444 -7%
GFPC
442
Global Financial Private Client
Florida
$912K +$613K +12,477 +204%
KeyBank National Association
443
KeyBank National Association
Ohio
$909K +$63.1K +1,300 +7%
CCM
444
Ciovacco Capital Management
Georgia
$901K +$901K +18,580 New
CA
445
Clearstead Advisors
Ohio
$891K -$53.9K -1,110 -6%
LNC
446
Lincoln National Corp
Pennsylvania
$880K +$129K +2,650 +17%
CI
447
Conning Inc
Connecticut
$876K
BWA
448
Beam Wealth Advisors
Louisiana
$873K -$33.8K -697 -4%
TPWA
449
TRUE Private Wealth Advisors
Oregon
$861K -$273K -5,623 -24%
NRI
450
NFP Retirement Inc
California
$855K -$80.3K -1,655 -9%