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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 %
RCM
451
Raleigh Capital Management
North Carolina
$1.48M +$66.5K +1,268 +5%
AG
452
Ascent Group
Virginia
$1.48M -$200K -3,819 -12%
KWA
453
Kingswood Wealth Advisors
California
$1.46M +$321K +6,112 +28%
WPWM
454
Windward Private Wealth Management
Kansas
$1.44M -$70K -1,334 -5%
WANY
455
Wealthspire Advisors (New York)
New York
$1.43M +$3.73K +71 +0.3%
CFG
456
Cooper Financial Group
California
$1.38M +$314K +5,990 +29%
LA
457
LVW Advisors
New York
$1.38M +$14.4K +274 +1%
UF
458
Univest Financial
Pennsylvania
$1.38M -$87.4K -1,665 -6%
BWA
459
Beam Wealth Advisors
Louisiana
$1.38M +$121K +2,301 +10%
AC
460
Addison Capital
Pennsylvania
$1.37M +$292K +5,572 +27%
APWM
461
Anchor Pointe Wealth Management
Missouri
$1.37M +$1.37M +26,218 New
PCA
462
Prosperity Capital Advisors
Ohio
$1.37M +$153K +2,917 +13%
WS
463
Wedbush Securities
California
$1.36M -$127K -2,426 -9%
HKIMG
464
Hutchens & Kramer Investment Management Group
Indiana
$1.36M +$74.1K +1,412 +6%
T
465
Transce3nd
Texas
$1.35M +$1.35M +25,770 New
TCA
466
Transcend Capital Advisors
New Jersey
$1.35M -$1.03M -19,578 -43%
FWMP
467
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.33M +$1.33M +25,429 New
NHC
468
Nicholas Hoffman & Company
Georgia
$1.33M -$40.4K -769 -3%
LWAM
469
Legacy Wealth Asset Management
Minnesota
$1.33M +$1.09M +20,762 +452%
TWP
470
Tempus Wealth Planning
California
$1.32M +$103K +1,964 +8%
FWM
471
Fortress Wealth Management
California
$1.31M -$57.8K -1,102 -4%
APC
472
Aspire Private Capital
North Carolina
$1.31M +$161K +3,072 +14%
CCG
473
Catalina Capital Group
California
$1.29M +$43.9K +836 +4%
RFN
474
RDA Financial Network
Iowa
$1.28M +$777K +14,816 +154%
FI
475
FWG Investments
Kentucky
$1.28M +$46.1K +878 +4%