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iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WBG
601
Wharton Business Group
Pennsylvania
$289K +$22.5K +465 +8%
IFA
602
Index Fund Advisors
California
$289K -$14.4K -296 -5%
ADIM
603
Alpha DNA Investment Management
Maryland
$287K +$287K +5,922 New
RFA
604
Resurgent Financial Advisors
Georgia
$287K -$17K -351 -6%
DSA
605
Droms Strauss Advisors
Missouri
$286K -$40.8K -841 -12%
GLA
606
Good Life Advisors
Pennsylvania
$285K +$58.5K +1,205 +26%
SBH
607
Segall Bryant & Hamill
Illinois
$281K -$2.57K -53 -0.9%
FFM
608
Forum Financial Management
Illinois
$280K +$3.01K +62 +1%
AFG
609
Allegheny Financial Group
Pennsylvania
$280K +$3.83K +79 +1%
MIA
610
Milestone Investment Advisors
Wisconsin
$278K
LC
611
Lindbrook Capital
California
$277K
SC
612
Scotia Capital
Ontario, Canada
$276K
AWA
613
Aaron Wealth Advisors
Illinois
$274K
KWM
614
Kingsview Wealth Management
Oregon
$273K -$47.6K -981 -15%
AWA
615
Arkadios Wealth Advisors
Georgia
$272K +$34.8K +717 +15%
AA
616
Argent Advisors
Louisiana
$270K +$270K +5,560 New
BFM
617
Boston Financial Management
Massachusetts
$268K -$28K -577 -9%
CC
618
Courier Capital
New York
$266K +$266K +5,473 New
HTC
619
Haverford Trust Company
Pennsylvania
$265K +$16.8K +347 +7%
Wealthfront Advisers
620
Wealthfront Advisers
California
$263K +$48.9K +1,008 +23%
NRC
621
New Republic Capital
North Carolina
$263K -$38.6K -796 -13%
MIM
622
Marco Investment Management
Georgia
$263K
SAMC
623
Spectrum Asset Management (California)
California
$262K -$60.3K -1,243 -19%
Nomura Asset Management
624
Nomura Asset Management
Japan
$262K +$262K +5,404 New
CFS
625
CRA Financial Services
New Jersey
$261K