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iShares MSCI EAFE Value ETF

887 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
526
TCWP
Ohio
$763K +$335K +6,431 +78%
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$761K -$531K -10,188 -41%
VWWMG
528
Vermillion & White Wealth Management Group
Pennsylvania
$761K +$761K +14,600 New
PFG
529
Peterson Financial Group
Iowa
$760K +$122K +2,333 +19%
BHPW
530
Beverly Hills Private Wealth
California
$744K -$155K -2,981 -17%
WCM
531
Wealthcare Capital Management
Virginia
$738K -$403K -7,739 -35%
SIMC
532
Squire Investment Management Company
Utah
$731K +$731K +14,028 New
1IA
533
1834 Investment Advisors
Wisconsin
$729K
FCFC
534
First Citizens Financial Corp
Iowa
$727K -$46.8K -898 -6%
DWA
535
Delap Wealth Advisory
Oregon
$715K +$227K +4,365 +47%
FT
536
Fiduciary Trust
Massachusetts
$711K -$399K -7,652 -36%
MFIM
537
Mesirow Financial Investment Management
Illinois
$705K +$705K +13,526 New
LGG
538
Luts & Greenleigh Group
Maryland
$703K -$36.2K -694 -5%
ADL
539
Asset Dedication LLC
California
$699K -$42.4K -815 -6%
SI
540
Stephens Inc
Arkansas
$696K
SWP
541
Semus Wealth Partners
Florida
$693K +$120K +2,295 +21%
TWC
542
TD Waterhouse Canada
Ontario, Canada
$691K +$347K +6,685 +101%
BAM
543
BOS Asset Management
Illinois
$688K +$196K +3,753 +40%
RFA
544
Resurgent Financial Advisors
Georgia
$677K +$34.5K +663 +5%
BNP Paribas Financial Markets
545
BNP Paribas Financial Markets
France
$677K +$323K +6,209 +91%
FCAM
546
First Citizens Asset Management
North Carolina
$677K -$24.6K -472 -4%
KF
547
Krilogy Financial
Missouri
$676K +$676K +12,981 New
OLVIG
548
Oliver Lagore Vanvalin Investment Group
Michigan
$657K -$385K -7,387 -37%
FFA
549
First Foundation Advisors
California
$642K +$17.7K +339 +3%
TW
550
TritonPoint Wealth
Maryland
$642K +$642K +12,325 New