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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 %
SWP
576
Semus Wealth Partners
Florida
$373K +$45.5K +929 +14%
PWM
577
PBMares Wealth Management
Virginia
$372K -$18.3K -373 -5%
PCM
578
Prelude Capital Management
New York
$371K +$115K +2,340 +45%
WWM
579
Western Wealth Management
Colorado
$368K +$7.59K +155 +2%
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$367K
PB
581
Pinnacle Bancorp
Nebraska
$366K -$6.07K -124 -2%
PAM
582
Palisade Asset Management
Minnesota
$366K +$366K +7,470 New
SFA
583
Sequoia Financial Advisors
Ohio
$365K +$29.9K +611 +9%
GCA
584
Greenwood Capital Associates
South Carolina
$365K
RTL
585
Red Tortoise LLC
Georgia
$358K +$9.3K +190 +3%
TWC
586
TD Waterhouse Canada
Ontario, Canada
$353K +$327K +6,683 +1,266%
NW
587
NewEdge Wealth
Pennsylvania
$350K +$350K +7,150 New
AWM
588
Axxcess Wealth Management
California
$350K +$46.9K +959 +15%
GJIA
589
Glass Jacobson Investment Advisors
Maryland
$347K +$347K +7,095 New
RCM
590
RNC Capital Management
California
$347K -$4.15K -85 -1%
NP
591
NorthRock Partners
Minnesota
$347K -$252K -5,146 -42%
SPWG
592
Syntegra Private Wealth Group
Missouri
$340K -$3.96K -81 -1%
DWM
593
Dopkins Wealth Management
New York
$335K +$8.66K +177 +3%
Betterment LLC
594
Betterment LLC
New York
$334K +$95.3K +1,950 +40%
FPGK
595
Financial Partners Group (Kansas)
Kansas
$334K +$114K +2,292 +52%
FTS
596
Fifth Third Securities
Ohio
$331K -$5.53K -113 -2%
GSEP
597
Golden State Equity Partners
California
$328K +$21K +429 +7%
SBH
598
Segall Bryant & Hamill
Illinois
$328K +$43.8K +894 +15%
IDA
599
Intelligence Driven Advisers
California
$328K +$1.43K +30 +0.4%
TA
600
TrueWealth Advisors
Alabama
$327K +$19.7K +403 +6%