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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 %
VFA
601
Valeo Financial Advisors
Indiana
$554K -$47.7K -910 -8%
FEM
602
Fulcrum Equity Management
Texas
$551K +$3.36K +64 +0.6%
AWM
603
Ariadne Wealth Management
California
$550K
TWCA
604
Two West Capital Advisors
Kansas
$548K +$133K +2,531 +32%
FFA
605
Fragasso Financial Advisors
Pennsylvania
$548K -$525 -10 -0.1%
SIMC
606
Squire Investment Management Company
Utah
$547K -$157K -2,988 -22%
Toronto Dominion Bank
607
Toronto Dominion Bank
Ontario, Canada
$542K +$542K +10,332 New
SEIA
608
Signature Estate & Investment Advisors
California
$541K +$541K +10,307 New
PCA
609
Pallas Capital Advisors
Massachusetts
$540K -$121K -2,305 -18%
TCWA
610
Turtle Creek Wealth Advisors
Texas
$535K
VFO
611
Virtus Family Office
Texas
$535K -$314K -5,975 -37%
MWA
612
Motive Wealth Advisors
Michigan
$534K
WTC
613
WhitTier Trust Company
Nevada
$533K
SIC
614
Samalin Investment Counsel
New York
$531K -$55.3K -1,054 -9%
MWM
615
Mission Wealth Management
California
$528K +$6.82K +130 +1%
HWM
616
Hemington Wealth Management
Virginia
$527K +$524 +10 +0.1%
BNP Paribas Financial Markets
617
BNP Paribas Financial Markets
France
$527K +$302K +5,760 +135%
CWM
618
Cornerstone Wealth Management
Missouri
$525K -$28.2K -538 -5%
CI
619
Conning Inc
Connecticut
$521K -$140K -2,665 -21%
PW
620
PUREfi Wealth
Massachusetts
$514K +$514K +9,795 New
CTWM
621
Cherry Tree Wealth Management
Minnesota
$507K -$10.6K -202 -2%
EAM
622
Evanson Asset Management
California
$506K
CAAM
623
Cornerstone Advisors Asset Management
Pennsylvania
$506K
FPW
624
Fairvoy Private Wealth
Alabama
$503K +$503K +9,578 New
OWA
625
Opal Wealth Advisors
New York
$502K +$502K +9,571 New