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iShares MSCI EAFE Value ETF

887 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
651
PBMares Wealth Management
Virginia
$381K -$9.74K -187 -2%
SFA
652
Sequoia Financial Advisors
Ohio
$381K -$12.8K -245 -3%
Bessemer Group
653
Bessemer Group
New Jersey
$380K
JWCA
654
J.W. Cole Advisors
Florida
$379K +$1.88K +36 +0.5%
VC
655
Veracity Capital
Georgia
$376K -$163K -3,128 -30%
AFG
656
Allegheny Financial Group
Pennsylvania
$373K +$153K +2,930 +69%
FPGK
657
Financial Partners Group (Kansas)
Kansas
$368K -$11.2K -215 -3%
RCAG
658
Rehmann Capital Advisory Group
Michigan
$366K -$65.8K -1,262 -15%
SFA
659
Semmax Financial Advisors
North Carolina
$362K +$335K +6,640 +1,262%
SRB
660
Shotwell Rutter Baer
Michigan
$360K +$360K +6,910 New
DWM
661
Dopkins Wealth Management
New York
$357K -$10K -192 -3%
LSAG
662
Lake Street Advisors Group
New Hampshire
$356K +$356K +6,824 New
VFA
663
Voya Financial Advisors
Connecticut
$352K -$24.8K -476 -7%
LFA
664
LGT Financial Advisors
Texas
$348K +$173K +3,318 +99%
TWP
665
Total Wealth Planning
Ohio
$347K
S
666
Sachetta
Massachusetts
$340K +$340K +6,530 New
JJBC
667
James J. Burns & Company
New York
$340K -$8.5K -163 -2%
Wealthfront Advisers
668
Wealthfront Advisers
California
$337K -$3.33K -64 -1%
RFC
669
Regions Financial Corp
Alabama
$335K +$6.57K +126 +2%
GSEP
670
Golden State Equity Partners
California
$335K -$39K -748 -10%
GT
671
Glenview Trust
Kentucky
$333K
PWG
672
Portside Wealth Group
Utah
$333K -$52.3K -1,004 -14%
BHWM
673
Beaird Harris Wealth Management
Texas
$332K -$886 -17 -0.3%
SS
674
Sunbelt Securities
Texas
$331K +$834 +16 +0.3%
PMFA
675
Plante Moran Financial Advisors
Michigan
$327K +$119K +2,278 +57%