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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 %
HSA
551
HBK Sorce Advisory
Pennsylvania
$408K +$538 +11 +0.1%
AAS
552
Ameritas Advisory Services
Nebraska
$404K -$382K -7,920 -49%
SAS
553
Stelac Advisory Services
New York
$403K +$403K +8,233 New
PFA
554
Pinnacle Family Advisors
Missouri
$403K -$60.5K -1,237 -13%
AWM
555
Avaii Wealth Management
Wisconsin
$400K -$3.19M -65,082 -89%
OSAM
556
O'Shaughnessy Asset Management
Connecticut
$400K +$294K +6,001 +277%
PP
557
Prosperity Planning
Missouri
$398K +$6.12K +125 +2%
CFFP
558
Center for Financial Planning
Michigan
$398K
MHR
559
Matthew Hamilton Rosenberg
$395K -$633K -12,942 -62%
MAS
560
Madden Advisory Services
Florida
$395K
TA
561
TKG Advisors
Indiana
$394K -$12.9K -264 -3%
ATPW
562
Ashton Thomas Private Wealth
Arizona
$393K +$44K +900 +13%
WDL
563
Well Done LLC
Michigan
$386K +$386K +7,896 New
CPP
564
Capasso Planning Partners
South Carolina
$386K +$47.7K +975 +14%
ESB
565
Essex Savings Bank
Connecticut
$383K -$125K -2,562 -25%
National Bank of Canada
566
National Bank of Canada
Quebec, Canada
$382K -$47.8K -977 -11%
FP
567
Financial Perspectives
Minnesota
$381K +$69.6K +1,423 +22%
CRC
568
Curi RMB Capital
Illinois
$381K
DCM
569
DGS Capital Management
New Jersey
$379K +$379K +7,752 New
GIA
570
Gladstone Institutional Advisory
Florida
$378K -$1.22M -24,968 -76%
EWMCB
571
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$377K +$377K +7,704 New
TP
572
Tranquility Partners
Tennessee
$377K
PWG
573
Portside Wealth Group
Utah
$376K +$376K +7,675 New
GFS
574
GYL Financial Synergies
Connecticut
$374K
CA
575
Claris Advisors
Missouri
$374K +$6.95K +142 +2%