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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
601
Voya Financial Advisors
Connecticut
$357K -$101K -2,052 -22%
Bessemer Group
602
Bessemer Group
New Jersey
$356K +$122K +2,500 +52%
JWCA
603
J.W. Cole Advisors
Florida
$354K +$29.2K +596 +9%
GSEP
604
Golden State Equity Partners
California
$351K +$23.7K +484 +7%
FPGK
605
Financial Partners Group (Kansas)
Kansas
$349K +$26.6K +555 +8%
NP
606
NorthRock Partners
Minnesota
$347K +$783 +16 +0.2%
AWM
607
Avior Wealth Management
Nebraska
$346K -$94.9K -1,940 -22%
ACM
608
AlphaStar Capital Management
North Carolina
$346K +$346K +7,066 New
DWM
609
Dopkins Wealth Management
New York
$344K +$9.39K +192 +3%
PSCM
610
Per Stirling Capital Management
Texas
$336K +$336K +6,876 New
BNP Paribas Financial Markets
611
BNP Paribas Financial Markets
France
$332K +$176K +3,595 +112%
IDA
612
Intelligence Driven Advisers
California
$330K +$5.62K +119 +2%
JJBC
613
James J. Burns & Company
New York
$327K -$302K -6,173 -48%
TWP
614
Total Wealth Planning
Ohio
$326K -$92.2K -1,884 -22%
LFA
615
Legacy Financial Advisors
Kentucky
$325K -$870K -17,790 -73%
TWC
616
TD Waterhouse Canada
Ontario, Canada
$320K -$27.7K -575 -8%
Wealthfront Advisers
617
Wealthfront Advisers
California
$319K +$54.5K +1,114 +21%
IAN
618
Integrated Advisors Network
Texas
$314K +$1.62K +33 +0.5%
GT
619
Glenview Trust
Kentucky
$313K -$122K -2,484 -28%
BHWM
620
Beaird Harris Wealth Management
Texas
$312K -$1.91K -39 -0.6%
SS
621
Sunbelt Securities
Texas
$310K +$6.31K +129 +2%
RFC
622
Regions Financial Corp
Alabama
$309K
AA
623
Argent Advisors
Louisiana
$308K +$14.9K +304 +5%
EPWM
624
Essex Private Wealth Management
Massachusetts
$303K +$303K +6,186 New
APWA
625
Atlas Private Wealth Advisors
New Jersey
$300K -$538 -11 -0.2%