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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HKIMG
551
Hutchens & Kramer Investment Management Group
Indiana
$626K +$165K +3,056 +36%
KF
552
Krilogy Financial
Missouri
$626K -$80.2K -1,474 -11%
HPC
553
Hobart Private Capital
North Carolina
$617K -$49.1K -902 -7%
GHAM
554
Gilman Hill Asset Management
Connecticut
$611K -$1.34M -24,700 -69%
VFA
555
Valeo Financial Advisors
Indiana
$605K -$2.2K -41 -0.4%
CPP
556
Capasso Planning Partners
South Carolina
$590K +$37.4K +688 +7%
D
557
Dentgroup
Louisiana
$590K -$321K -5,895 -35%
RDFA
558
Ritter Daniher Financial Advisory
Ohio
$587K +$9.3K +171 +2%
PFA
559
Pinnacle Family Advisors
Missouri
$587K +$91.2K +1,677 +18%
T
560
TCWP
Ohio
$585K -$212K -3,891 -27%
MWAM
561
Manhattan West Asset Management
California
$576K +$576K +10,596 New
Vontobel Holding
562
Vontobel Holding
Switzerland
$575K
Lido Advisors
563
Lido Advisors
California
$572K -$16.4K -301 -3%
MWM
564
Modern Wealth Management
Kansas
$569K +$569K +10,465 New
LL
565
LWMG LLC
Minnesota
$564K -$321K -5,907 -36%
OPCM
566
Osborne Partners Capital Management
California
$560K +$81.6K +1,500 +17%
TCWA
567
Turtle Creek Wealth Advisors
Texas
$555K
MWA
568
Motive Wealth Advisors
Michigan
$554K +$554K +10,175 New
LWM
569
Lodestone Wealth Management
Washington
$550K
EAM
570
Evanson Asset Management
California
$546K
CTWM
571
Cherry Tree Wealth Management
Minnesota
$544K -$163 -3 -0%
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$542K +$22K +405 +4%
WDL
573
Well Done LLC
Michigan
$537K -$69K -1,269 -11%
CAAS
574
Capital Asset Advisory Services
Michigan
$536K -$45.9K -848 -8%
BFG
575
Beacon Financial Group
Texas
$535K -$17K -312 -3%