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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 %
TWP
426
Tempus Wealth Planning
California
$1.05M -$45.6K -931 -4%
PG
427
Patten Group
Tennessee
$1.05M +$74.3K +1,519 +8%
AWMNH
428
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.04M -$4.46M -91,111 -81%
CCMG
429
Clark Capital Management Group
Pennsylvania
$1.03M +$1.03M +21,001 New
UCFA
430
United Capital Financial Advisors
Texas
$1.01M -$514K -10,500 -34%
MFS
431
Madrona Financial Services
Washington
$991K +$642K +13,109 +184%
FWP
432
Falcon Wealth Planning
California
$989K -$60.7K -1,241 -6%
API
433
Advisor Partners II
California
$960K +$645K +13,190 +205%
Neuberger Berman Group
434
Neuberger Berman Group
New York
$956K -$83.5K -1,706 -8%
AA
435
Ancora Advisors
Ohio
$956K +$5.04K +103 +0.5%
CG
436
Colony Group
Massachusetts
$952K -$7.25M -148,038 -88%
CCWA
437
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$938K -$48K -980 -5%
CC
438
Courier Capital
New York
$937K +$669K +13,680 +250%
FCA
439
FLC Capital Advisors
California
$936K -$676K -13,823 -42%
MW
440
Marcum Wealth
Ohio
$904K -$18.1K -369 -2%
CA
441
Clearstead Advisors
Ohio
$898K
KeyBank National Association
442
KeyBank National Association
Ohio
$894K -$22.3K -455 -2%
CI
443
Conning Inc
Connecticut
$884K
WP
444
WealthPLAN Partners
Nebraska
$881K -$606K -12,383 -41%
CCM
445
Ciovacco Capital Management
Georgia
$879K -$30K -613 -3%
SAG
446
SageView Advisory Group
California
$874K +$874K +17,858 New
SWM
447
Soundmark Wealth Management
Washington
$869K -$94.7K -1,935 -10%
CF
448
Centaurus Financial
California
$868K -$1.07M -21,779 -55%
HIM
449
Hanlon Investment Management
New Jersey
$868K +$73.5K +1,501 +9%
CWA
450
Clearview Wealth Advisors
Oregon
$864K -$242K -4,948 -22%