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iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
676
Logan Capital Management
Pennsylvania
$97.7K -$3.64K -75 -4%
WT
677
Washington Trust
Rhode Island
$95.4K +$2.91K +60 +3%
GFWA
678
Grey Fox Wealth Advisors
Delaware
$91.5K
AAG
679
Armstrong Advisory Group
Massachusetts
$89.2K
SIS
680
Sound Income Strategies
Florida
$86.3K -$66.5K -1,371 -44%
BA
681
Ballast Advisors
Minnesota
$84.8K
ME
682
McIlrath & Eck
Washington
$82.9K
AIM
683
Anchor Investment Management
South Carolina
$81.8K +$10.2K +210 +14%
HWA
684
HHM Wealth Advisors
Tennessee
$81.7K +$81.7K +1,683 New
IGWM
685
ICA Group Wealth Management
Colorado
$79K -$436K -8,991 -85%
LB
686
Legacy Bridge
Iowa
$74K
EWM
687
EPG Wealth Management
Georgia
$68.5K +$728 +15 +1%
FA
688
Fortis Advisors
Pennsylvania
$67.5K -$60.4K -1,245 -47%
TFGT
689
TS Financial Group (TSFG)
Illinois
$66K
MPCG
690
Matrix Private Capital Group
New York
$61.5K
Commonwealth Equity Services
691
Commonwealth Equity Services
Massachusetts
$60.7K +$6.19K +127,599 +11%
OFG
692
Oxford Financial Group
Indiana
$60.5K +$2.09K +43 +4%
BA
693
Bellwether Advisors
Nebraska
$60.4K
MA
694
Montag & Associates
Georgia
$56.5K
MAWA
695
Moss Adams Wealth Advisors
Washington
$50.9K +$1.99K +41 +4%
WTA
696
Washington Trust Advisors
Massachusetts
$49.1K
Bessemer Group
697
Bessemer Group
New Jersey
$47K +$23.2K +488 +98%
AA
698
Addison Advisors
Vermont
$46.2K +$23.3K +480 +102%
APW
699
Atlantic Private Wealth
North Carolina
$44.8K +$44.8K +923 New
Barclays
700
Barclays
United Kingdom
$43K