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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
526
Centaurus Financial
California
$916K +$71.4K +1,360 +8%
VWA
527
Visionary Wealth Advisors
Illinois
$915K -$45.5K -868 -5%
VWWMG
528
Vermillion & White Wealth Management Group
Pennsylvania
$915K +$3.36K +64 +0.4%
ATI
529
ARK & TLK Investments
Oklahoma
$906K
FWM
530
Fonville Wealth Management
Virginia
$899K -$5.3K -101 -0.6%
LA
531
Lifeworks Advisors
Michigan
$895K +$39K +743 +5%
ACA
532
Ascension Capital Advisors
Texas
$882K
SG
533
StoneX Group
New York
$882K +$882K +16,805 New
SW
534
SoFi Wealth
California
$879K +$879K +16,761 New
FAI
535
Fiduciary Advisors Inc
Missouri
$873K +$873K +16,646 New
MW
536
Marcum Wealth
Ohio
$871K +$41.3K +787 +5%
AIA
537
Accelerate Investment Advisors
California
$855K +$159K +3,035 +23%
RA
538
Rockingstone Advisors
Massachusetts
$842K -$466K -8,885 -36%
AWM
539
Aprio Wealth Management
Georgia
$839K +$14.5K +277 +2%
AWM
540
Able Wealth Management
New Jersey
$836K +$182K +3,467 +28%
AAS
541
Ameritas Advisory Services
Nebraska
$833K +$258K +4,916 +45%
HIM
542
Hanlon Investment Management
New Jersey
$829K -$210K -4,006 -20%
Betterment LLC
543
Betterment LLC
New York
$813K -$31K -591 -4%
LJAC
544
L.J. Altfest & Co
New York
$812K +$31.5K +601 +4%
GA
545
GFS Advisors
Texas
$805K -$2.63K -50 -0.3%
ECG
546
Edge Capital Group
Georgia
$804K +$42.9K +818 +6%
SC
547
Sierra Capital
Florida
$800K
OCFG
548
O'Connor Financial Group
Illinois
$795K +$25.4K +484 +3%
HFO
549
Heritage Family Offices
Arizona
$785K +$284K +5,406 +57%
Q1WB
550
Quest 10 Wealth Builders
Virginia
$785K +$785K +14,956 New