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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPI
426
Sutton Place Investors
New York
$1.16M +$472K +9,637 +68%
GWMIA
427
Global Wealth Management Investment Advisory
Florida
$1.15M -$82.6K -1,688 -7%
WTC
428
WhitTier Trust Company
Nevada
$1.14M
AFAS
429
Acorn Financial Advisory Services
Virginia
$1.12M +$32.1K +665 +3%
WIM
430
Westside Investment Management
California
$1.12M -$11.3K -230 -1%
VWA
431
Visionary Wealth Advisors
Illinois
$1.11M +$278K +5,690 +33%
GFPC
432
Global Financial Private Client
Florida
$1.11M -$15.6K -325 -1%
WCM
433
Wealthcare Capital Management
Virginia
$1.07M -$114K -2,323 -10%
GIA
434
GHP Investment Advisors
Colorado
$1.05M -$42K -868 -4%
FT
435
Fiduciary Trust
Massachusetts
$1.04M -$63.5K -1,297 -6%
NS
436
NBC Securities
Alabama
$1.04M +$1.04M +21,225 New
TFA
437
Tobias Financial Advisors
Florida
$1.03M -$48.6K -994 -4%
TWP
438
Tempus Wealth Planning
California
$1.03M -$22.7K -464 -2%
KWM
439
Kingsview Wealth Management
Oregon
$1.03M +$490K +10,019 +92%
CWA
440
Clearview Wealth Advisors
Oregon
$1.02M +$160K +3,279 +19%
AWMNH
441
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.02M -$27.1K -554 -3%
Betterment LLC
442
Betterment LLC
New York
$1.02M +$681K +13,907 +204%
FWP
443
Falcon Wealth Planning
California
$993K +$4.94K +101 +0.5%
ACM
444
Absolute Capital Management
Pennsylvania
$993K +$303K +6,200 +44%
AAS
445
Ameritas Advisory Services
Nebraska
$983K +$576K +11,851 +141%
BCG
446
Breakwater Capital Group
New Jersey
$982K +$339K +7,125 +53%
APC
447
Aspire Private Capital
North Carolina
$980K +$180K +3,681 +23%
OLVIG
448
Oliver Lagore Vanvalin Investment Group
Michigan
$979K -$497K -10,160 -34%
AIA
449
Alera Investment Advisors
Illinois
$965K -$196K -3,999 -17%
CCB
450
Country Club Bank
Missouri
$954K +$124K +2,520 +15%