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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
426
WealthPLAN Partners
Nebraska
$1.35M -$634K -11,648 -32%
TPWA
427
TRUE Private Wealth Advisors
Oregon
$1.34M -$738K -13,567 -35%
IBOK
428
Independence Bank of Kentucky
Kentucky
$1.34M +$782K +14,384 +140%
SFG
429
Sage Financial Group
Pennsylvania
$1.34M -$35.4K -650 -3%
CRI
430
Commonwealth Retirement Investments
Virginia
$1.33M -$612K -11,245 -32%
GM
431
GeoWealth Management
Illinois
$1.32M -$682K -12,545 -34%
YIH
432
Y-Intercept (HK)
Hong Kong
$1.32M +$870K +15,992 +194%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M -$271K -4,983 -17%
RFG
434
REAP Financial Group
Texas
$1.31M -$148K -2,715 -10%
DSA
435
Droms Strauss Advisors
Missouri
$1.31M -$624K -11,465 -32%
CCFM
436
Clear Creek Financial Management
Washington
$1.3M -$657K -12,078 -34%
IWM
437
IHT Wealth Management
Illinois
$1.3M +$656K +12,053 +102%
KWM
438
Kingsview Wealth Management
Oregon
$1.29M +$202K +3,717 +19%
SPI
439
Sutton Place Investors
New York
$1.28M +$142K +2,617 +13%
WS
440
Wedbush Securities
California
$1.28M -$3.7K -68 -0.3%
GVAG
441
Great Valley Advisor Group
Delaware
$1.27M -$13.7K -251 -1%
CAL
442
Capital Analysts LLC
Pennsylvania
$1.27M -$639K -11,745 -34%
ICP
443
Interchange Capital Partners
Pennsylvania
$1.25M -$611K -11,843 -33%
NL
444
NWAM LLC
Washington
$1.25M -$211K -3,838 -14%
BG
445
Benedetti & Gucer
Georgia
$1.25M +$65.6K +1,205 +6%
FI
446
FWG Investments
Kentucky
$1.24M -$25K -460 -2%
BCG
447
Breakwater Capital Group
New Jersey
$1.23M +$19.9K +366 +2%
BBA
448
Braun-Bostich & Associates
Pennsylvania
$1.21M +$1.21M +22,318 New
TWP
449
Tempus Wealth Planning
California
$1.21M -$38.6K -709 -3%
EFH
450
Eaton Financial Holdings
Florida
$1.21M +$1.21M +22,192 New