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iShares MSCI EAFE Value ETF

890 hedge funds and large institutions have $12.3B invested in iShares MSCI EAFE Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 449 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.94%
Holding in Top 10
53
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-35.37%
% of All Funds
0.77%
New
80
Increased
250
Reduced
449
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
576
TCWP
Ohio
$476K -$94.5K -1,782 -17%
OPCM
577
Osborne Partners Capital Management
California
$467K -$79.6K -1,500 -15%
IAIM
578
International Assets Investment Management
Florida
$466K -$161K -3,034 -26%
QHA
579
Quarry Hill Advisors
Minnesota
$465K
PSCM
580
Per Stirling Capital Management
Texas
$464K +$54.3K +1,023 +13%
MFG
581
MidWestOne Financial Group
Iowa
$462K
LA
582
Lifeworks Advisors
Michigan
$461K -$332K -6,256 -42%
ESB
583
Essex Savings Bank
Connecticut
$448K -$11.1K -210 -2%
BFG
584
Beacon Financial Group
Texas
$447K -$75.2K -1,417 -14%
CA
585
Claris Advisors
Missouri
$443K +$4.03K +76 +0.9%
HWMA
586
Heritage Wealth Management (Arizona)
Arizona
$442K -$15.1K -285 -3%
HFO
587
Heritage Family Offices
Arizona
$442K +$442K +8,327 New
CIBC Private Wealth Group
588
CIBC Private Wealth Group
Georgia
$441K -$60.2K -1,113 -12%
HCA
589
Harbour Capital Advisors
Virginia
$437K
RFN
590
RDA Financial Network
Iowa
$437K +$437K +8,243 New
PCIA
591
Prime Capital Investment Advisors
Kansas
$434K -$408K -7,692 -48%
D
592
Dentgroup
Louisiana
$429K -$146K -2,749 -25%
FP
593
Financial Perspectives
Minnesota
$425K +$3.18K +60 +0.8%
TP
594
Tranquility Partners
Tennessee
$424K
CRC
595
Curi RMB Capital
Illinois
$417K
Bessemer Group
596
Bessemer Group
New Jersey
$417K +$30.5K +576 +8%
GFS
597
GYL Financial Synergies
Connecticut
$414K
JWCA
598
J.W. Cole Advisors
Florida
$413K +$28.1K +529 +7%
CBB
599
Citizens Business Bank
California
$411K
CCM
600
Carlson Capital Management
Minnesota
$409K -$31.5K -594 -7%