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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 %
GVAG
451
Great Valley Advisor Group
Delaware
$1.23M -$614K -11,789 -33%
WS
452
Wedbush Securities
California
$1.23M -$90.7K -1,740 -7%
Betterment LLC
453
Betterment LLC
New York
$1.23M +$149K +2,862 +14%
CAM
454
Campion Asset Management
Virginia
$1.22M -$43.5K -835 -3%
FI
455
FWG Investments
Kentucky
$1.22M +$1.22M +23,332 New
WTC
456
WhitTier Trust Company
Nevada
$1.21M
TWP
457
Tempus Wealth Planning
California
$1.2M +$99K +1,901 +9%
PG
458
Patten Group
Tennessee
$1.19M -$88.2K -1,693 -7%
VWA
459
Visionary Wealth Advisors
Illinois
$1.19M +$886 +17 +0.1%
RCM
460
Raleigh Capital Management
North Carolina
$1.18M -$208K -3,993 -15%
QIM
461
Quantitative Investment Management
Virginia
$1.17M +$1.17M +22,521 New
SS
462
Simplicity Solutions
Minnesota
$1.16M +$1.16M +22,312 New
CI
463
Conning Inc
Connecticut
$1.15M +$211K +4,054 +22%
HIGP
464
Hill Investment Group Partners
Missouri
$1.14M -$378K -7,264 -25%
BCG
465
Breakwater Capital Group
New Jersey
$1.14M +$87.7K +1,712 +8%
BG
466
Benedetti & Gucer
Georgia
$1.13M +$337K +6,469 +42%
CG
467
CFO4Life Group
Texas
$1.13M +$1.13M +21,685 New
PCA
468
Pallas Capital Advisors
Massachusetts
$1.12M -$2.16M -41,453 -66%
AWM
469
Aprio Wealth Management
Georgia
$1.11M +$175K +3,361 +19%
PCIA
470
Prime Capital Investment Advisors
Kansas
$1.11M +$1.11M +21,305 New
AFAS
471
Acorn Financial Advisory Services
Virginia
$1.11M -$99.2K -1,907 -8%
SPI
472
Sutton Place Investors
New York
$1.09M -$148K -2,837 -12%
MOS
473
MGO One Seven
Ohio
$1.09M +$598K +11,473 +122%
Focus Partners Wealth
474
Focus Partners Wealth
Massachusetts
$1.08M +$1.08M +20,677 New
GWMIA
475
Global Wealth Management Investment Advisory
Florida
$1.08M -$151K -2,904 -12%