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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 %
WWP
626
WR Wealth Planners
Missouri
$501K -$657K -12,530 -57%
AG
627
AlTi Global
New York
$495K
OLVIG
628
Oliver Lagore Vanvalin Investment Group
Michigan
$495K +$27.2K +519 +6%
NW
629
Naviter Wealth
Arkansas
$493K +$493K +9,390 New
BFG
630
Beacon Financial Group
Texas
$486K -$207K -3,940 -30%
FWM
631
FLP Wealth Management
Arkansas
$481K +$481K +9,168 New
LWM
632
Lodestone Wealth Management
Washington
$481K
NB
633
NBT Bank
New York
$478K -$33.6K -640 -7%
GIA
634
GHP Investment Advisors
Colorado
$477K -$87.7K -1,672 -16%
ESB
635
Essex Savings Bank
Connecticut
$473K +$32.3K +616 +7%
HIGP
636
Hill Investment Group Partners
Missouri
$472K -$551K -10,503 -54%
MFG
637
MidWestOne Financial Group
Iowa
$468K -$29.5K -562 -6%
LSA
638
Lion Street Advisors
Texas
$467K +$139K +2,640 +42%
HA
639
Herold Advisors
New York
$466K +$14.8K +283 +3%
MAMG
640
Milestone Asset Management Group
Connecticut
$466K +$466K +8,878 New
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$464K +$180K +3,438 +63%
OPCM
642
Osborne Partners Capital Management
California
$462K
IAN
643
Integrated Advisors Network
Texas
$459K +$76.7K +1,462 +20%
GJWM
644
Gilliland Jeter Wealth Management
Arkansas
$447K +$128K +2,434 +40%
BWM
645
BCS Wealth Management
Tennessee
$446K +$446K +8,492 New
FA
646
Flagstar Advisors
New York
$445K +$12.8K +244 +3%
CCWM
647
Cassaday & Co Wealth Management
Virginia
$442K -$342K -6,520 -44%
NWA
648
New World Advisors
Massachusetts
$437K +$437K +8,333 New
PP
649
Prosperity Planning
Missouri
$436K +$12K +229 +3%
ONB
650
Old National Bancorp
Indiana
$436K +$436K +8,306 New