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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 %
AWMS
476
Advocacy Wealth Management Services
Georgia
$656K +$656K +13,509 New
SI
477
Stephens Inc
Arkansas
$652K +$12.1K +249 +2%
2L
478
25 LLC
Missouri
$648K +$648K +12,890 New
RDFA
479
Ritter Daniher Financial Advisory
Ohio
$644K
TPCW
480
TD Private Client Wealth
New York
$641K -$461K -9,507 -42%
PTC
481
Private Trust Company
Ohio
$641K -$93.7K -1,930 -13%
Vontobel Holding
482
Vontobel Holding
Switzerland
$637K
BHPW
483
Beverly Hills Private Wealth
California
$618K +$126K +2,598 +26%
VFA
484
Valeo Financial Advisors
Indiana
$613K +$32.3K +666 +6%
BG
485
Benedetti & Gucer
Georgia
$608K +$29.4K +605 +5%
PFG
486
Peterson Financial Group
Iowa
$606K -$196K -4,036 -24%
ACM
487
Absolute Capital Management
Pennsylvania
$604K -$121K -2,486 -17%
LA
488
Latitude Advisors
Florida
$595K -$1.75K -36 -0.3%
NP
489
NorthRock Partners
Minnesota
$593K
GFA
490
Gallagher Fiduciary Advisors
Illinois
$593K +$593K +12,216 New
AWM
491
Alterna Wealth Management
Texas
$589K -$29.3K -604 -5%
TLFA
492
True Link Financial Advisors
California
$584K -$169K -3,481 -22%
DADC
493
D.A. Davidson & Co
Montana
$583K +$119K +2,454 +26%
ACM
494
Arlington Capital Management
Illinois
$577K +$209K +4,303 +57%
MHB
495
Midwest Heritage Bank
Iowa
$575K -$597K -12,295 -51%
BCG
496
Breakwater Capital Group
New Jersey
$567K +$112K +2,312 +25%
VFA
497
Voya Financial Advisors
Connecticut
$566K -$50.1K -1,037 -8%
CWM
498
Cornerstone Wealth Management
Missouri
$564K +$564K +11,623 New
WI
499
WrapManager Inc
California
$564K +$30.5K +629 +6%
FCA
500
FinTrust Capital Advisors
South Carolina
$546K