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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 %
HPC
551
Hobart Private Capital
North Carolina
$638K -$121K -2,315 -16%
2L
552
25 LLC
Missouri
$636K +$30.6K +588 +5%
FHC
553
First Heartland Consultants
Missouri
$634K -$110K -2,116 -15%
TLFA
554
True Link Financial Advisors
California
$630K -$4.9K -94 -0.8%
SIS
555
Sound Income Strategies
Florida
$626K +$556K +10,668 +791%
VFO
556
Virtus Family Office
Texas
$626K -$137K -2,626 -18%
CWM
557
Cornerstone Wealth Management
Missouri
$623K +$36.6K +703 +6%
DC
558
Davenport & Co
Virginia
$620K +$313 +6 +0.1%
IWM
559
IHT Wealth Management
Illinois
$618K -$30.5K -586 -5%
CPL
560
CAP Partners LLC
Tennessee
$617K +$617K +11,843 New
FG
561
Foster Group
Iowa
$616K
CAM
562
Cresset Asset Management
Illinois
$612K +$39K +748 +7%
LA
563
Latitude Advisors
Florida
$607K -$24.5K -471 -4%
CA
564
Continuum Advisory
Idaho
$597K -$32.9K -632 -5%
WFC
565
Western Financial Corp
California
$595K -$63.7K -1,223 -10%
BWA
566
Bordeaux Wealth Advisors
California
$593K +$593K +11,389 New
VFA
567
Valeo Financial Advisors
Indiana
$589K -$14.2K -272 -2%
WDL
568
Well Done LLC
Michigan
$580K +$170K +3,270 +42%
CPG
569
Cornerstone Planning Group
New Jersey
$566K -$344K -6,612 -38%
DAS
570
Dynamic Advisor Solutions
Arizona
$565K +$57K +1,095 +11%
Lido Advisors
571
Lido Advisors
California
$564K -$46.6K -895 -8%
CAAS
572
Capital Asset Advisory Services
Michigan
$559K -$139K -2,660 -20%
AWM
573
Axxcess Wealth Management
California
$559K -$139K -2,660 -20%
RDFA
574
Ritter Daniher Financial Advisory
Ohio
$553K -$138K -2,650 -20%
Vontobel Holding
575
Vontobel Holding
Switzerland
$551K -$133K -2,561 -20%