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iShares MSCI EAFE Value ETF

887 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
426
Wambolt & Associates
Colorado
$1.49M -$1.14M -21,861 -43%
RA
427
Rockingstone Advisors
Massachusetts
$1.47M -$121K -2,315 -8%
Financial Engines Advisors
428
Financial Engines Advisors
California
$1.47M -$174K -3,336 -11%
CB
429
Commerce Bank
Missouri
$1.44M -$2.01M -38,622 -58%
RWP
430
Revolve Wealth Partners
New Jersey
$1.44M +$24.8K +476 +2%
AIM
431
Alhambra Investment Management
Florida
$1.41M -$93.6K -1,797 -6%
RFG
432
REAP Financial Group
Texas
$1.39M +$1.39M +26,732 New
WANY
433
Wealthspire Advisors (New York)
New York
$1.38M -$58.1K -1,116 -4%
NL
434
NWAM LLC
Washington
$1.38M -$251K -4,814 -15%
NHC
435
Nicholas Hoffman & Company
Georgia
$1.38M +$2.24K +43 +0.2%
LIA
436
LifePlan Investment Advisors
North Carolina
$1.37M +$126K +2,411 +10%
HSBC Holdings
437
HSBC Holdings
United Kingdom
$1.37M -$97.4K -1,870 -7%
CWP
438
Cyndeo Wealth Partners
Florida
$1.36M +$1.36M +26,138 New
TPCW
439
TD Private Client Wealth
New York
$1.34M +$508K +9,751 +61%
PFP
440
Pinnacle Financial Partners
Tennessee
$1.34M +$34.6K +665 +3%
SFG
441
Sovereign Financial Group
Connecticut
$1.33M -$350K -6,727 -21%
FFA
442
Fragasso Financial Advisors
Pennsylvania
$1.32M +$16.5K +316 +1%
SFG
443
Sage Financial Group
Pennsylvania
$1.32M -$58.1K -1,115 -4%
AWM
444
Aspire Wealth Management
Massachusetts
$1.31M +$7.5K +144 +0.6%
CFG
445
Cooper Financial Group
California
$1.3M -$820K -15,739 -39%
SC
446
SouthState Corp
Florida
$1.3M +$50.6K +972 +4%
FWP
447
Falcon Wealth Planning
California
$1.29M +$229K +4,389 +22%
NS
448
NBC Securities
Alabama
$1.26M +$158K +3,039 +14%
IF
449
Intrua Financial
Texas
$1.26M +$1.26M +24,192 New
BWA
450
BCU Wealth Advisors
Illinois
$1.25M +$1.25M +24,085 New