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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 %
Fisher Asset Management
626
Fisher Asset Management
Washington
$298K +$298K +6,091 New
BAM
627
Belpointe Asset Management
Nevada
$296K -$5.19K -106 -2%
MG
628
Mather Group
Illinois
$294K -$17.7K -362 -6%
IFA
629
Index Fund Advisors
California
$293K
AWA
630
Aaron Wealth Advisors
Illinois
$292K -$11.5K -236 -4%
WBG
631
Wharton Business Group
Pennsylvania
$292K
FCI
632
Financial Counselors Inc
Kansas
$288K
MFG
633
Magnus Financial Group
New York
$288K +$288K +5,884 New
LFA
634
Lauterbach Financial Advisors
Texas
$286K -$13.8K -283 -5%
HSA
635
HBK Sorce Advisory
Pennsylvania
$285K -$123K -2,507 -30%
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K -$20.1K -410 -7%
MIA
637
Milestone Investment Advisors
Wisconsin
$280K
B
638
Bridgeworth
Alabama
$279K -$9.59K -196 -3%
LC
639
Lindbrook Capital
California
$279K
OCM
640
One Capital Management
California
$278K -$6.8K -139 -2%
EL
641
Essex LLC
Illinois
$276K +$276K +5,631 New
BFM
642
Boston Financial Management
Massachusetts
$274K -$13.8K -282 -5%
SMA
643
Sage Mountain Advisors
Georgia
$271K -$12.5K -255 -4%
MHR
644
Matthew Hamilton Rosenberg
$269K -$126K -2,575 -32%
GLA
645
Good Life Advisors
Pennsylvania
$267K +$1.13K +23 +0.4%
MIM
646
Marco Investment Management
Georgia
$265K
FFM
647
Forum Financial Management
Illinois
$265K
Nomura Asset Management
648
Nomura Asset Management
Japan
$264K
CFS
649
CRA Financial Services
New Jersey
$264K
AFP
650
Ausdal Financial Partners
Iowa
$261K +$261K +5,333 New