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iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$87.8M -$18.3M -377,146 -17%
AWM
27
AE Wealth Management
Kansas
$74.4M -$6.28M -129,408 -8%
AA
28
Alesco Advisors
New York
$71.3M -$2.05M -42,247 -3%
MWM
29
Modera Wealth Management
New Jersey
$69.8M +$2.81M +57,851 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$63.9M -$15.8M -324,810 -20%
TF
31
TIAA FSB
Florida
$63.7M +$4.46M +91,821 +8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$63.1M +$24.9M +513,467 +65%
AL
33
Aspiriant LLC
California
$62.7M -$3.68M -75,775 -6%
RJA
34
Raymond James & Associates
Florida
$60.4M -$3.23M -66,495 -5%
EWM
35
Empirical Wealth Management
Washington
$58.5M +$4.42M +91,000 +8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$57.6M -$32.9M -677,053 -36%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$56.7M +$4.67M +96,200 +9%
SC
38
Savant Capital
Illinois
$55.2M -$845K -17,418 -2%
OIA
39
OneDigital Investment Advisors
Kansas
$54.7M -$2.07M -42,618 -4%
IWC
40
Integrated Wealth Concepts
Massachusetts
$48.5M -$832K -17,142 -2%
RIG
41
RiverFront Investment Group
Virginia
$48M +$815K +16,792 +2%
SP
42
Symmetry Partners
Connecticut
$46.9M +$3.26M +67,374 +7%
JC
43
JB Capital
Connecticut
$45.7M -$18.1M -371,954 -28%
BSW
44
Buckingham Strategic Wealth
Missouri
$45.1M
MMA
45
Miracle Mile Advisors
California
$40.6M +$40.6M +837,340 New
BPA
46
Beacon Pointe Advisors
California
$39.2M +$6.74M +138,907 +21%
Truist Financial
47
Truist Financial
North Carolina
$39M -$9.09M -187,309 -19%
FSWA
48
Financial Synergies Wealth Advisors
Texas
$39M -$1.12M -23,059 -3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$38.2M +$1.57M +32,545 +4%
NA
50
NewEdge Advisors
Louisiana
$36.9M -$5.32M -109,585 -13%