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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 %
XF
651
XML Financial
Maryland
$260K
MSA
652
Marino Stram & Associates
Massachusetts
$260K
RFN
653
RDA Financial Network
Iowa
$260K +$260K +5,309 New
NHFG
654
New Harbor Financial Group
Massachusetts
$256K +$256K +5,236 New
IGWM
655
ICA Group Wealth Management
Colorado
$255K -$43.8K -896 -15%
BRA
656
Biechele Royce Advisors
Indiana
$253K -$8.91K -182 -3%
CPA
657
Cardiff Park Advisors
California
$250K +$97.4K +1,990 +64%
HF
658
HRT Financial
New York
$249K +$249K +5,091 New
OWA
659
Octavia Wealth Advisors
Ohio
$245K +$245K +5,006 New
FA
660
Flagstar Advisors
New York
$240K +$240K +4,905 New
WPW
661
Waldron Private Wealth
Pennsylvania
$237K
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$235K +$33.3K +681 +17%
OWM
663
Opes Wealth Management
California
$235K -$78.8K -1,611 -25%
PA
664
Parallel Advisors
California
$234K +$22.3K +455 +11%
BWM
665
BCS Wealth Management
Tennessee
$230K +$230K +4,697 New
SWA
666
SOA Wealth Advisors
New York
$227K -$11.3K -231 -5%
LWAM
667
Legacy Wealth Asset Management
Minnesota
$225K
SAM
668
Strategy Asset Managers
California
$219K
AFGAS
669
Allegiance Financial Group Advisory Services
Virginia
$217K
PCM
670
Prelude Capital Management
New York
$215K -$156K -3,190 -42%
MA
671
MKT Advisors
California
$214K -$5.1K -106 -2%
OFA
672
Oak Family Advisors
Illinois
$211K
CA
673
CGN Advisors
Kansas
$209K +$209K +4,268 New
AFG
674
Allegheny Financial Group
Pennsylvania
$207K -$55.6K -1,136 -21%
UL
675
Unionview LLC
Washington
$204K