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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 %
FFA
651
Founders Financial Alliance
North Carolina
$240K +$104K +2,123 +77%
SWA
652
SOA Wealth Advisors
New York
$238K -$310K -6,340 -57%
WPW
653
Waldron Private Wealth
Pennsylvania
$237K +$392 +8 +0.2%
Bessemer Group
654
Bessemer Group
New Jersey
$234K +$186K +3,800 +385%
MA
655
MKT Advisors
California
$232K -$36.9K -723 -14%
RWM
656
Rockwood Wealth Management
Pennsylvania
$225K -$98 -2 -0%
KIG
657
Kowal Investment Group
Wisconsin
$225K -$104K -2,126 -32%
LWAM
658
Legacy Wealth Asset Management
Minnesota
$225K
PO
659
Private Ocean
California
$221K +$85.5K +1,747 +63%
3LCM
660
3D/L Capital Management
Connecticut
$221K -$148K -3,034 -40%
TFCP
661
Twin Focus Capital Partners
Massachusetts
$219K
SAM
662
Strategy Asset Managers
California
$219K -$36.3K -742 -14%
WPC
663
Wedmont Private Capital
Pennsylvania
$218K +$218K +4,375 New
AFGAS
664
Allegiance Financial Group Advisory Services
Virginia
$217K
NAM
665
NTV Asset Management
West Virginia
$215K
HWA
666
HHM Wealth Advisors
Tennessee
$215K +$133K +2,712 +161%
PA
667
Parallel Advisors
California
$212K -$13.1K -267 -6%
OFA
668
Oak Family Advisors
Illinois
$211K
ISWM
669
Independent Solutions Wealth Management
New York
$210K -$12.7K -259 -6%
UL
670
Unionview LLC
Washington
$205K +$205K +4,179 New
TSS
671
Two Sigma Securities
New York
$204K -$118K -2,417 -37%
EWP
672
Elevation Wealth Partners
California
$204K
FAM
673
Frontier Asset Management
Wyoming
$203K +$203K +4,148 New
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$201K -$35.5K -726 -15%
PMFA
675
Plante Moran Financial Advisors
Michigan
$197K -$9.54K -195 -5%