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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 %
AWM
451
Aspire Wealth Management
Massachusetts
$859K +$38.8K +792 +5%
GC
452
Gilbert & Cook
Iowa
$844K -$807K -16,487 -49%
D
453
Dentgroup
Louisiana
$840K +$165K +3,377 +25%
VWA
454
Visionary Wealth Advisors
Illinois
$835K +$289K +5,906 +53%
AFA
455
American Financial Advisors
Georgia
$831K +$13.2K +269 +2%
CW
456
CreativeOne Wealth
Kansas
$830K +$71.6K +1,462 +9%
LWM
457
Lodestone Wealth Management
Washington
$829K -$714K -14,583 -46%
AWM
458
Angeles Wealth Management
California
$823K
IWM
459
IHT Wealth Management
Illinois
$823K +$62K +1,266 +8%
CCB
460
Country Club Bank
Missouri
$816K
NL
461
NWAM LLC
Washington
$815K -$3.73M -76,132 -82%
MWP
462
MYCIO Wealth Partners
Pennsylvania
$809K +$21K +430 +3%
APC
463
Aspire Private Capital
North Carolina
$800K -$13.5K -276 -2%
AFG
464
Atomi Financial Group
New York
$798K +$798K +16,301 New
LA
465
LexAurum Advisors
Kansas
$790K +$59.8K +1,222 +8%
CPG
466
Cornerstone Planning Group
New Jersey
$785K +$785K +16,049 New
FG
467
Foster Group
Iowa
$785K -$10.9K -223 -1%
OC
468
Oppenheimer & Co
New York
$780K +$339K +6,937 +77%
LGG
469
Luts & Greenleigh Group
Maryland
$778K +$49.5K +1,012 +7%
EWA
470
EP Wealth Advisors
California
$762K -$12.8M -29,256 -94%
SC
471
Sierra Capital
Florida
$746K
LJAC
472
L.J. Altfest & Co
New York
$739K -$26.2K -536 -3%
FCFC
473
First Citizens Financial Corp
Iowa
$731K +$731K +14,942 New
CA
474
Continuum Advisory
Idaho
$727K -$403K -8,232 -36%
AWM
475
Alterna Wealth Management
Texas
$724K +$130K +2,653 +22%