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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
576
Bridges Investment Management
Nebraska
$673K
LWA
577
Lantern Wealth Advisors
New York
$669K +$103K +1,961 +18%
HS
578
Horan Securities
United States
$669K -$88.1K -1,680 -12%
RWM
579
Rialto Wealth Management
New York
$666K +$666K +12,695 New
MWM
580
McMill Wealth Management
Nebraska
$665K +$665K +12,677 New
CA
581
Clune & Associates
Illinois
$661K +$661K +12,590 New
PWM
582
Pines Wealth Management
North Carolina
$639K +$639K +12,315 New
SFSG
583
Sound Financial Strategies Group
Mississippi
$635K -$61.6K -1,174 -9%
MFIM
584
Mesirow Financial Investment Management
Illinois
$635K -$86.3K -1,644 -12%
MHB
585
Midwest Heritage Bank
Iowa
$633K -$143K -2,732 -18%
2L
586
25 LLC
Missouri
$628K -$6.3K -120 -1%
MWG
587
Martin Worley Group
Utah
$625K +$625K +11,917 New
ML
588
McAdam LLC
Pennsylvania
$623K +$623K +11,865 New
Lido Advisors
589
Lido Advisors
California
$613K +$35.4K +674 +6%
FG
590
Foster Group
Iowa
$604K -$9.13K -174 -1%
MFG
591
Magnus Financial Group
New York
$598K +$104K +1,980 +21%
JSL
592
JT Stratford LLC
Georgia
$597K +$71.8K +1,368 +14%
FCAM
593
First Citizens Asset Management
North Carolina
$597K -$22.7K -433 -4%
PIA
594
Perennial Investment Advisors
California
$594K +$86.9K +1,657 +17%
DWS
595
Discipline Wealth Solutions
South Carolina
$585K -$46.8K -891 -7%
MWAM
596
Manhattan West Asset Management
California
$584K +$16.8K +321 +3%
CG
597
Caprock Group
Idaho
$583K +$21K +401 +4%
PFA
598
Pinnacle Family Advisors
Missouri
$577K +$296K +5,636 +105%
BP
599
BWM Planning
Texas
$570K -$1.05K -20 -0.2%
FCFC
600
First Commonwealth Financial Corp
Pennsylvania
$558K -$8.4K -160 -1%