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iShares MSCI EAFE Value ETF

887 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
576
JT Stratford LLC
Georgia
$548K -$88.9K -1,706 -14%
WWM
577
Western Wealth Management
Colorado
$545K +$50.3K +965 +10%
MG
578
Mather Group
Illinois
$544K +$231K +4,443 +74%
AAS
579
Ameritas Advisory Services
Nebraska
$544K -$509K -9,774 -48%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$544K +$23.5K +451 +5%
CIBC Private Wealth Group
581
CIBC Private Wealth Group
Georgia
$544K -$38.6K -741 -7%
GIA
582
Gladstone Institutional Advisory
Florida
$540K +$116K +2,221 +27%
IBOK
583
Independence Bank of Kentucky
Kentucky
$536K +$321K +6,153 +149%
TCWA
584
Turtle Creek Wealth Advisors
Texas
$532K +$532K +10,204 New
CPP
585
Capasso Planning Partners
South Carolina
$530K +$68.6K +1,317 +15%
BFG
586
Beacon Financial Group
Texas
$529K +$529K +10,153 New
SIC
587
Samalin Investment Counsel
New York
$527K +$27.3K +524 +5%
LWM
588
Lodestone Wealth Management
Washington
$527K -$48.8K -937 -8%
WPW
589
Watershed Private Wealth
Illinois
$523K +$523K +10,047 New
EAM
590
Evanson Asset Management
California
$523K
CTWM
591
Cherry Tree Wealth Management
Minnesota
$521K +$1.62K +31 +0.3%
MWM
592
Meridian Wealth Management
Kentucky
$515K -$409K -7,846 -44%
TWM
593
Tanglewood Wealth Management
Texas
$515K +$18.8K +361 +4%
CAS
594
Coppell Advisory Solutions
Texas
$512K +$512K +9,827 New
GC
595
Gilbert & Cook
Iowa
$509K -$3.6K -69 -0.7%
HWM
596
Hemington Wealth Management
Virginia
$505K
CAAM
597
Cornerstone Advisors Asset Management
Pennsylvania
$502K
FLPIM
598
F.L. Putnam Investment Management
Massachusetts
$498K +$498K +9,557 New
AG
599
AlTi Global
New York
$495K +$495K +9,508 New
PIA
600
Perennial Investment Advisors
California
$492K -$75.8K -1,455 -13%