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iShares MSCI EAFE Value ETF

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
651
Hudock Inc
Pennsylvania
$10K
RCM
652
Robinson Capital Management
Michigan
$10K
TWP
653
TFO Wealth Partners
Ohio
$9K
Bank of Montreal
654
Bank of Montreal
Ontario, Canada
$8.55K -$384 -9,126 -4%
LDFR
655
Lehman & Derafelo Financial Resources
Pennsylvania
$8K
BLC
656
Brown, Lisle/Cummings
Rhode Island
$7.55K
AAP
657
Arax Advisory Partners
Colorado
$7K
IFAM
658
Institutional & Family Asset Management
Colorado
$7K
SA
659
SRH Advisors
Kansas
$6K
JHCP
660
Jackson Hole Capital Partners
Oklahoma
$6K
MWM
661
Mascoma Wealth Management
New Hampshire
$6K +$3.83K +92 +177%
EW
662
Element Wealth
Mississippi
$5K
BBPWM
663
Blue Bell Private Wealth Management
Pennsylvania
$5K
RTC
664
Riverview Trust Company
Washington
$5K
CMP
665
Coston McIsaac & Partners
Maine
$4K
ANBT
666
American National Bank & Trust
Texas
$4K
BWL
667
Bogart Wealth LLC
Virginia
$4K
FRA
668
Front Row Advisors
California
$4K
TC
669
Tacita Capital
Ontario, Canada
$4K
M1FG
670
Mach-1 Financial Group
Arkansas
$3K -$30.7K -838 -91%
GTAM
671
Global Trust Asset Management
Florida
$3K
HWA
672
HHM Wealth Advisors
Tennessee
$3K
PA
673
PSI Advisors
Florida
$3K
LWANC
674
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
NC
675
NewSquare Capital
Pennsylvania
$3K +$3K +77 New