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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
651
Savvy Advisors Inc
New York
$350K +$350K +6,439 New
SS
652
Sunbelt Securities
Texas
$348K +$2.67K +49 +0.8%
LLWM
653
Life Line Wealth Management
California
$347K +$347K +6,372 New
AA
654
Argent Advisors
Louisiana
$345K +$8.54K +157 +3%
TA
655
TrueWealth Advisors
Alabama
$343K -$121K -2,219 -26%
S
656
Sachetta
Massachusetts
$340K
FPGK
657
Financial Partners Group (Kansas)
Kansas
$340K -$44.1K -810 -11%
EPWM
658
Essex Private Wealth Management
Massachusetts
$337K
SWP
659
Semus Wealth Partners
Florida
$337K -$387K -7,106 -53%
GIA
660
Gladstone Institutional Advisory
Florida
$334K -$231K -4,238 -41%
BWA
661
Bordeaux Wealth Advisors
California
$330K -$290K -5,332 -47%
AWA
662
Aaron Wealth Advisors
Illinois
$329K -$979 -18 -0.3%
National Bank of Canada
663
National Bank of Canada
Quebec, Canada
$329K -$82.8K -1,491 -20%
IFA
664
Index Fund Advisors
California
$327K
WBG
665
Wharton Business Group
Pennsylvania
$324K
IAN
666
Integrated Advisors Network
Texas
$323K -$16.1K -296 -5%
PCM
667
Peirce Capital Management
Texas
$320K
SPWG
668
Syntegra Private Wealth Group
Missouri
$319K -$179K -3,296 -36%
HNB
669
Hilltop National Bank
Wyoming
$318K +$318K +5,850 New
FFM
670
Forum Financial Management
Illinois
$316K +$21.5K +395 +7%
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K
PWM
672
PBMares Wealth Management
Virginia
$315K -$82.3K -1,513 -21%
LFA
673
Lauterbach Financial Advisors
Texas
$313K
MIA
674
Milestone Investment Advisors
Wisconsin
$311K
DWM
675
Dopkins Wealth Management
New York
$309K -$63.6K -1,169 -17%