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iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
501
Beacon Financial Advisory
Ohio
$568K +$30.8K +630 +6%
Lido Advisors
502
Lido Advisors
California
$564K +$130K +2,656 +30%
LA
503
Latitude Advisors
Florida
$562K -$37.6K -768 -6%
LL
504
LWMG LLC
Minnesota
$562K +$15.3K +313 +3%
VFA
505
Valeo Financial Advisors
Indiana
$562K -$56.1K -1,147 -9%
CWM
506
Cornerstone Wealth Management
Missouri
$551K -$18K -368 -3%
FCA
507
FinTrust Capital Advisors
South Carolina
$546K
LIA
508
LifePlan Investment Advisors
North Carolina
$537K +$537K +10,974 New
KWM
509
Kingsview Wealth Management
Oregon
$536K +$260K +5,314 +94%
CAM
510
Cresset Asset Management
Illinois
$534K +$534K +10,904 New
WI
511
WrapManager Inc
California
$532K -$36K -735 -6%
FFA
512
First Foundation Advisors
California
$525K +$525K +10,725 New
DSA
513
Droms Strauss Advisors
Missouri
$520K +$233K +4,798 +81%
MHB
514
Midwest Heritage Bank
Iowa
$507K -$72.6K -1,483 -13%
DADC
515
D.A. Davidson & Co
Montana
$503K -$84.6K -1,728 -14%
HG
516
Harbor Group
New Hampshire
$498K +$17.3K +353 +4%
HPC
517
Hobart Private Capital
North Carolina
$492K -$18.3K -374 -4%
OPCM
518
Osborne Partners Capital Management
California
$492K
EAM
519
Evanson Asset Management
California
$491K
CTWM
520
Cherry Tree Wealth Management
Minnesota
$488K +$488K +9,966 New
MPW
521
MA Private Wealth
California
$488K -$49 -1 -0%
HHRDM
522
H&H Retirement Design & Management
Nevada
$487K -$704 -14 -0.1%
TWM
523
Tanglewood Wealth Management
Texas
$483K -$57.4K -1,172 -11%
DWA
524
Delap Wealth Advisory
Oregon
$473K +$110K +2,240 +30%
HCA
525
Harbour Capital Advisors
Virginia
$469K -$62.7K -1,275 -12%