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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
426
Sovereign Financial Group
Connecticut
$1.84M +$9.65K +184 +0.5%
BEI
427
Benjamin Edwards Inc
Missouri
$1.82M -$997 -19 -0.1%
FHC
428
First Heartland Consultants
Missouri
$1.82M +$430K +8,203 +31%
MWA
429
Merkkuri Wealth Advisors
New York
$1.82M +$145K +2,763 +9%
TPCW
430
TD Private Client Wealth
New York
$1.79M +$160K +3,051 +10%
D
431
Dentgroup
Louisiana
$1.79M +$192K +3,657 +12%
SPC
432
Sigma Planning Corp
Michigan
$1.76M +$580K +11,048 +49%
NA
433
Navellier & Associates
Nevada
$1.75M
CIA
434
Concurrent Investment Advisors
Florida
$1.72M -$1.45M -27,666 -46%
TWC
435
TD Waterhouse Canada
Ontario, Canada
$1.71M +$147K +2,808 +9%
CWA
436
Clearview Wealth Advisors
Oregon
$1.7M +$847K +16,150 +99%
SIA
437
Stegner Investment Associates
Kentucky
$1.68M
CTC
438
Central Trust Company
Missouri
$1.68M -$19.1K -364 -1%
MIAS
439
Mason Investment Advisory Services
Virginia
$1.68M +$29.6K +564 +2%
AFG
440
Atomi Financial Group
New York
$1.67M +$1.1M +21,004 +192%
JSW
441
Journey Strategic Wealth
New Jersey
$1.67M +$45.4K +866 +3%
CAM
442
Concorde Asset Management
Michigan
$1.66M +$148K +2,824 +10%
HSBC Holdings
443
HSBC Holdings
United Kingdom
$1.63M +$188K +3,575 +13%
SC
444
Seldon Capital
California
$1.63M
WC
445
Weil Company
California
$1.6M -$128K -2,446 -7%
CFD
446
Creative Financial Designs
Indiana
$1.58M +$336K +6,413 +27%
KeyBank National Association
447
KeyBank National Association
Ohio
$1.58M +$260K +4,961 +20%
NCM
448
Neumann Capital Management
California
$1.56M
SWM
449
Sagace Wealth Management
Florida
$1.52M -$522K -9,946 -26%
GSC
450
G&S Capital
Colorado
$1.51M +$202K +3,859 +16%