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iShares MSCI EAFE Value ETF

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
526
Greenwood Capital Associates
South Carolina
$292K -$3.59M -92,720 -92%
SFM
527
Signet Financial Management
New Jersey
$289K -$7.35K -191 -2%
IAN
528
Integrated Advisors Network
Texas
$288K +$13K +336 +5%
VWA
529
Visionary Wealth Advisors
Illinois
$285K -$84.8K -2,204 -23%
WFC
530
Western Financial Corp
California
$281K -$47.4K -1,231 -14%
UB
531
UMB Bank
Missouri
$278K -$153K -3,985 -36%
BWM
532
BlackDiamond Wealth Management
New York
$276K -$1.58M -38,370 -85%
DCM
533
Disciplina Capital Management
Tennessee
$276K
MSA
534
Marino Stram & Associates
Massachusetts
$271K +$49.8K +1,290 +22%
NL
535
Navalign LLC
California
$268K +$25.6K +663 +11%
PA
536
Parallel Advisors
California
$254K -$80.7K -2,093 -24%
DWM
537
Dopkins Wealth Management
New York
$254K
RFA
538
Resurgent Financial Advisors
Georgia
$252K -$79.5K -2,062 -24%
KWM
539
Kingsview Wealth Management
Oregon
$247K -$25.6K -665 -9%
SFA
540
Sequoia Financial Advisors
Ohio
$242K -$29.8K -775 -11%
FHB
541
First Hawaiian Bank
Hawaii
$240K
SMA
542
Sage Mountain Advisors
Georgia
$239K -$5.97K -155 -2%
QFA
543
Quattro Financial Advisors
Texas
$238K
OFA
544
Oak Family Advisors
Illinois
$237K -$19.2K -500 -8%
WA
545
WBH Advisory
Maryland
$236K -$7.71K -200 -3%
PG
546
Patten Group
Tennessee
$236K +$45.9K +1,167 +24%
LFA
547
Lauterbach Financial Advisors
Texas
$236K +$236K +6,116 New
FFM
548
Forum Financial Management
Illinois
$235K
SAMC
549
Spectrum Asset Management (California)
California
$232K -$36.4K -946 -14%
IFA
550
Index Fund Advisors
California
$229K