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iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
626
One Capital Management
California
$285K -$34.1M -696,295 -99%
SMA
627
Sage Mountain Advisors
Georgia
$283K -$20.7K -422 -7%
MIA
628
Milestone Investment Advisors
Wisconsin
$280K
LC
629
Lindbrook Capital
California
$279K
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$279K -$57.1K -1,166 -17%
SF
631
Summit Financial
New Jersey
$275K +$275K +5,624 New
HKIMG
632
Hutchens & Kramer Investment Management Group
Indiana
$270K +$270K +5,510 New
OWA
633
Opal Wealth Advisors
New York
$268K +$268K +5,477 New
AWA
634
Arkadios Wealth Advisors
Georgia
$267K -$7.19K -147 -3%
GLA
635
Good Life Advisors
Pennsylvania
$266K -$21.6K -441 -8%
MIM
636
Marco Investment Management
Georgia
$265K
AWM
637
Aprio Wealth Management
Georgia
$265K +$265K +5,415 New
Wealthfront Advisers
638
Wealthfront Advisers
California
$265K -$489 -10 -0.2%
FFM
639
Forum Financial Management
Illinois
$265K -$17.6K -360 -6%
SAMC
640
Spectrum Asset Management (California)
California
$265K
Nomura Asset Management
641
Nomura Asset Management
Japan
$264K
CFS
642
CRA Financial Services
New Jersey
$264K
AFG
643
Allegheny Financial Group
Pennsylvania
$263K -$19.6K -401 -7%
BRA
644
Biechele Royce Advisors
Indiana
$262K +$34K +695 +15%
XF
645
XML Financial
Maryland
$260K +$6.9K +141 +3%
MSA
646
Marino Stram & Associates
Massachusetts
$260K +$4.65K +95 +2%
TH
647
Team Hewins
California
$252K
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$249K +$5.48K +112 +2%
HA
649
Herold Advisors
New York
$248K
PCIA
650
Prime Capital Investment Advisors
Kansas
$244K -$14K -287 -5%