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iShares MSCI EAFE Value ETF

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
576
TD Waterhouse Canada
Ontario, Canada
$179K -$17.9K -452 -9%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$176K -$36K -935 -17%
SWM
578
Selective Wealth Management
Virginia
$170K -$29.9K -776 -15%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$153K -$22.8K -592 -13%
PO
580
Private Ocean
California
$153K -$18.2K -474 -11%
PMFA
581
Plante Moran Financial Advisors
Michigan
$148K -$14.5K -375 -9%
IBOK
582
Independence Bank of Kentucky
Kentucky
$137K
FA
583
Flagstar Advisors
New York
$134K +$134K +3,482 New
SIS
584
Sound Income Strategies
Florida
$130K -$59K -1,529 -31%
CPA
585
Cardiff Park Advisors
California
$120K -$7.84K -204 -6%
PFA
586
Professional Financial Advisors
Nebraska
$119K +$192 +5 +0.2%
FFA
587
Founders Financial Alliance
North Carolina
$114K -$6.64K -173 -6%
BC
588
Bartlett & Co
Ohio
$107K
BCWM
589
Bartlett & Co Wealth Management
Ohio
$107K
FA
590
Fortis Advisors
Pennsylvania
$97K -$6.62K -171 -6%
NFSG
591
Newbridge Financial Services Group
Florida
$94K
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$85K +$68.2K +1,767 +405%
LCM
593
Logan Capital Management
Pennsylvania
$80K
MCC
594
Money Concepts Capital
Florida
$74K -$14.1K -364 -16%
ACA
595
Aptus Capital Advisors
Alabama
$69K +$49.6K +1,284 +256%
BA
596
Ballast Advisors
Minnesota
$67K -$618 -16 -0.9%
ME
597
McIlrath & Eck
Washington
$66K
LB
598
Legacy Bridge
Iowa
$59K
OPW
599
Oxler Private Wealth
New York
$57.8K
AIM
600
Anchor Investment Management
South Carolina
$56.9K