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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 %
AWM
551
Alterna Wealth Management
Texas
$783K -$35.2K -671 -4%
LGG
552
Luts & Greenleigh Group
Maryland
$776K +$19.3K +368 +3%
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$773K +$8.13K +155 +1%
AFO
554
Aurelius Family Office
New Hampshire
$769K +$769K +14,650 New
SWP
555
Semus Wealth Partners
Florida
$765K +$109K +2,074 +17%
I
556
InvesTrust
Oklahoma
$761K +$761K +14,520 New
QWP
557
Quotient Wealth Partners
Texas
$757K -$149K -2,846 -16%
GF
558
GGM Financials
Ohio
$753K +$9.5K +181 +1%
DADC
559
D.A. Davidson & Co
Montana
$737K -$1.78K -34 -0.2%
OC
560
Opinicus Capital
Florida
$734K +$2.47K +47 +0.3%
TPWA
561
TRUE Private Wealth Advisors
Oregon
$721K -$941K -17,928 -57%
SC
562
SouthState Corp
Florida
$712K -$584K -11,129 -45%
AFA
563
American Financial Advisors
Georgia
$711K +$2.15K +41 +0.3%
CPP
564
Capasso Planning Partners
South Carolina
$710K +$106K +2,020 +18%
EFG
565
Elios Financial Group
Ohio
$706K +$91.9K +1,752 +15%
LFA
566
LGT Financial Advisors
Texas
$704K +$76.1K +1,451 +12%
SI
567
Stephens Inc
Arkansas
$701K
MCA
568
MSH Capital Advisors
Arizona
$699K +$87.7K +1,671 +14%
FCFC
569
First Citizens Financial Corp
Iowa
$692K -$31.4K -599 -4%
ADL
570
Asset Dedication LLC
California
$688K -$18.6K -354 -3%
HCP
571
Hardin Capital Partners
South Carolina
$687K +$1.94K +37 +0.3%
NWAG
572
Net Worth Advisory Group
Utah
$684K -$9.08K -173 -1%
MAS
573
Madden Advisory Services
Florida
$681K +$8.61K +164 +1%
GFA
574
Gallagher Fiduciary Advisors
Illinois
$676K +$234K +4,456 +53%
MWM
575
Merriman Wealth Management
Washington
$675K -$3.89M -74,195 -85%