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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
476
Bleakley Financial Group
New Jersey
$972K +$22.6K +415 +2%
RCM
477
Raleigh Capital Management
North Carolina
$967K -$269K -4,947 -22%
LIA
478
LifePlan Investment Advisors
North Carolina
$959K -$469K -8,629 -33%
TF
479
Theory Financial
Colorado
$956K +$108K +1,981 +13%
SFA
480
Source Financial Advisors
New York
$940K -$682K -12,532 -42%
ATI
481
ARK & TLK Investments
Oklahoma
$940K -$110K -2,017 -10%
SWM
482
Soundmark Wealth Management
Washington
$938K +$4.19K +77 +0.4%
BWA
483
BCU Wealth Advisors
Illinois
$935K -$375K -6,891 -29%
ICG
484
InterOcean Capital Group
Tennessee
$932K +$932K +17,129 New
FFA
485
First Foundation Advisors
California
$929K +$258K +4,749 +39%
VWWMG
486
Vermillion & White Wealth Management Group
Pennsylvania
$927K +$133K +2,446 +17%
AWM
487
Angeles Wealth Management
California
$923K
MHB
488
Midwest Heritage Bank
Iowa
$920K +$20K +368 +2%
MWP
489
MYCIO Wealth Partners
Pennsylvania
$916K
TWC
490
TD Waterhouse Canada
Ontario, Canada
$916K +$197K +3,645 +27%
ACA
491
Ascension Capital Advisors
Texas
$915K -$654K -12,029 -42%
KWA
492
Kingswood Wealth Advisors
California
$911K -$48.7K -895 -5%
ECG
493
Edge Capital Group
Georgia
$907K -$4.68M -85,986 -84%
LA
494
LexAurum Advisors
Kansas
$906K -$89.2K -1,640 -9%
SIS
495
Sound Income Strategies
Florida
$896K +$242K +4,448 +37%
PCA
496
Pallas Capital Advisors
Massachusetts
$895K -$279K -5,122 -24%
MW
497
Marcum Wealth
Ohio
$894K -$24.1K -443 -3%
WTC
498
WhitTier Trust Company
Nevada
$884K -$382K -7,020 -30%
GFA
499
Gallagher Fiduciary Advisors
Illinois
$882K +$36K +662 +4%
LJAC
500
L.J. Altfest & Co
New York
$873K +$57.1K +1,050 +7%