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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
576
D.A. Davidson & Co
Montana
$535K -$329K -6,051 -38%
CAAM
577
Cornerstone Advisors Asset Management
Pennsylvania
$524K
BMCM
578
Bryn Mawr Capital Management
Pennsylvania
$523K -$272K -4,997 -34%
MWM
579
Meridian Wealth Management
Kentucky
$523K -$14.7K -271 -3%
WCM
580
Wealthcare Capital Management
Virginia
$522K -$249K -4,583 -32%
TWM
581
Tanglewood Wealth Management
Texas
$518K -$19.6K -361 -4%
HWM
582
Hemington Wealth Management
Virginia
$514K -$14.3K -262 -3%
AG
583
AlTi Global
New York
$514K -$3.59K -66 -0.7%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$513K -$349K -6,412 -40%
MWM
585
Mission Wealth Management
California
$511K +$7.45K +137 +1%
CM
586
Columbus Macro
Pennsylvania
$506K -$1.91M -35,141 -79%
CIBC Private Wealth Group
587
CIBC Private Wealth Group
Georgia
$501K -$63.3K -1,172 -11%
MAS
588
Madden Advisory Services
Florida
$497K +$381 +7 +0.1%
SIC
589
Samalin Investment Counsel
New York
$494K -$56.6K -1,040 -10%
MG
590
Mather Group
Illinois
$491K -$53.4K -1,024 -10%
CPL
591
CAP Partners LLC
Tennessee
$489K -$155K -2,858 -24%
FHC
592
First Heartland Consultants
Missouri
$488K -$174K -3,198 -26%
TFF
593
The Family Firm
Maryland
$485K -$18.4K -338 -4%
LSA
594
Lion Street Advisors
Texas
$481K
GC
595
Gilbert & Cook
Iowa
$481K -$51.2K -942 -10%
QHA
596
Quarry Hill Advisors
Minnesota
$477K
MFG
597
MidWestOne Financial Group
Iowa
$474K -$1.03K -19 -0.2%
LFAS
598
Level Four Advisory Services
Texas
$472K
HWMA
599
Heritage Wealth Management (Arizona)
Arizona
$468K -$10.8K -199 -2%
ATPW
600
Ashton Thomas Private Wealth
Arizona
$460K -$48.1K -884 -9%