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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 %
QWM
601
Quadcap Wealth Management
Texas
$457K -$21.2K -390 -4%
KP
602
Keel Point
Alabama
$456K +$456K +8,387 New
CCM
603
Carlson Capital Management
Minnesota
$452K -$6.97M -128,089 -94%
ESB
604
Essex Savings Bank
Connecticut
$451K
CA
605
Claris Advisors
Missouri
$450K
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$449K +$449K +8,250 New
HCA
607
Harbour Capital Advisors
Virginia
$442K
HP
608
Holistic Planning
Texas
$441K -$54.9K -1,010 -11%
DCM
609
DGS Capital Management
New Jersey
$439K +$18.8K +345 +4%
SFA
610
Semmax Financial Advisors
North Carolina
$438K +$40.2K +724 +10%
TP
611
Tranquility Partners
Tennessee
$435K +$15.9K +292 +4%
FP
612
Financial Perspectives
Minnesota
$433K +$1.36K +25 +0.3%
MIA
613
MainStreet Investment Advisors
Illinois
$430K -$13.3K -245 -3%
CFFP
614
Center for Financial Planning
Michigan
$429K -$3.32K -61 -0.8%
WPC
615
Wedmont Private Capital
Pennsylvania
$428K
CRC
616
Curi RMB Capital
Illinois
$428K +$5.06K +93 +1%
GFS
617
GYL Financial Synergies
Connecticut
$424K
MC
618
Moors & Cabot
Massachusetts
$423K +$423K +7,769 New
CBB
619
Citizens Business Bank
California
$422K
PSCM
620
Per Stirling Capital Management
Texas
$420K +$2.01K +37 +0.5%
OLVIG
621
Oliver Lagore Vanvalin Investment Group
Michigan
$417K -$270K -4,957 -39%
BHPW
622
Beverly Hills Private Wealth
California
$413K -$363K -6,677 -47%
PP
623
Prosperity Planning
Missouri
$408K -$61.1K -1,124 -13%
PAM
624
Palisade Asset Management
Minnesota
$406K
GCA
625
Greenwood Capital Associates
South Carolina
$406K