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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 %
PB
626
Pinnacle Bancorp
Nebraska
$405K -$54 -1 -0%
RTL
627
Red Tortoise LLC
Georgia
$405K
AWA
628
Arkadios Wealth Advisors
Georgia
$404K -$78.7K -1,446 -16%
NB
629
Northwest Bancshares
Pennsylvania
$401K -$4.84K -89 -1%
FTS
630
Fifth Third Securities
Ohio
$401K -$16.7K -307 -4%
OCM
631
One Capital Management
California
$397K -$20.4M -374,488 -98%
SFA
632
Sequoia Financial Advisors
Ohio
$396K -$925 -17 -0.2%
Bessemer Group
633
Bessemer Group
New Jersey
$396K
JWCA
634
J.W. Cole Advisors
Florida
$395K -$381 -7 -0.1%
P
635
&Partners
Tennessee
$393K +$152K +2,790 +63%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$392K -$37.7K -693 -9%
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$392K -$21.8K -400 -5%
JSL
638
JT Stratford LLC
Georgia
$389K -$183K -3,355 -32%
WI
639
WrapManager Inc
California
$389K -$63.6K -1,169 -14%
IIA
640
Integral Investment Advisors
California
$382K +$382K +7,000 New
DWA
641
Delap Wealth Advisory
Oregon
$373K -$373K -6,863 -50%
LSAG
642
Lake Street Advisors Group
New Hampshire
$371K
FA
643
Fermata Advisors
California
$369K +$100K +1,845 +37%
SRB
644
Shotwell Rutter Baer
Michigan
$368K -$9.44K -173 -3%
LFA
645
LGT Financial Advisors
Texas
$367K +$4.13K +76 +1%
FCI
646
Financial Counselors Inc
Kansas
$364K +$37.4K +688 +11%
VFA
647
Voya Financial Advisors
Connecticut
$363K -$5.72K -105 -2%
TWP
648
Total Wealth Planning
Ohio
$363K
AWM
649
Avior Wealth Management
Nebraska
$363K +$97.2K +1,786 +37%
PIA
650
Perennial Investment Advisors
California
$354K -$159K -2,930 -31%