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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
576
TCWP
Ohio
$402K -$2.5M -51,051 -86%
GIA
577
Gladstone Institutional Advisory
Florida
$399K +$20.6K +420 +5%
CFFP
578
Center for Financial Planning
Michigan
$398K
CA
579
Claris Advisors
Missouri
$397K +$23.4K +478 +6%
NW
580
NewEdge Wealth
Pennsylvania
$394K +$44K +899 +13%
TA
581
TKG Advisors
Indiana
$392K -$2.35K -48 -0.6%
WDL
582
Well Done LLC
Michigan
$385K -$1.22K -25 -0.3%
FP
583
Financial Perspectives
Minnesota
$381K
CRC
584
Curi RMB Capital
Illinois
$380K
DCM
585
DGS Capital Management
New Jersey
$378K -$1.32K -27 -0.3%
GFS
586
GYL Financial Synergies
Connecticut
$374K
FTS
587
Fifth Third Securities
Ohio
$372K +$41K +838 +12%
NB
588
Northwest Bancshares
Pennsylvania
$372K -$69.8K -1,426 -16%
MCA
589
MSH Capital Advisors
Arizona
$372K +$82.1K +1,677 +28%
SFA
590
Sequoia Financial Advisors
Ohio
$369K +$4.21K +86 +1%
PGFC
591
Peapack-Gladstone Financial Corp
New Jersey
$367K
GJIA
592
Glass Jacobson Investment Advisors
Maryland
$367K +$19.8K +404 +6%
PWM
593
PBMares Wealth Management
Virginia
$367K -$4.89K -100 -1%
PAM
594
Palisade Asset Management
Minnesota
$366K
GCA
595
Greenwood Capital Associates
South Carolina
$365K
PB
596
Pinnacle Bancorp
Nebraska
$365K -$832 -17 -0.2%
PWG
597
Portside Wealth Group
Utah
$364K -$13.4K -272 -4%
HA
598
Herold Advisors
New York
$362K +$114K +2,340 +46%
RTL
599
Red Tortoise LLC
Georgia
$358K
National Bank of Canada
600
National Bank of Canada
Quebec, Canada
$357K -$17.3K -361 -5%