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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 %
CSWM
676
Cassady Schiller Wealth Management
Ohio
$192K
IBOK
677
Independence Bank of Kentucky
Kentucky
$177K +$3.13K +64 +2%
MFT
678
Moisand Fitzgerald Tamayo
Florida
$176K -$6.31K -129 -3%
BNP Paribas Financial Markets
679
BNP Paribas Financial Markets
France
$156K +$156K +3,196 New
CPA
680
Cardiff Park Advisors
California
$153K +$49 +1 +0%
CIA
681
Cape Investment Advisory
Georgia
$145K +$7.78K +159 +6%
BC
682
Bartlett & Co
Ohio
$141K +$3.68K +75 +3%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$141K +$3.67K +75 +3%
SIS
684
Sound Income Strategies
Florida
$139K +$51.7K +1,057 +59%
NFSG
685
Newbridge Financial Services Group
Florida
$137K +$16.9K +346 +14%
PCA
686
Providence Capital Advisors
North Carolina
$136K +$136K +2,774 New
DCM
687
Disciplina Capital Management
Tennessee
$132K -$166K -3,396 -56%
CAS
688
Coppell Advisory Solutions
Texas
$131K +$131K +2,710 New
QCG
689
Quadrant Capital Group
Ohio
$128K +$128K +2,625 New
HB
690
Horizon Bancorp
Indiana
$127K
PPC
691
Park Place Capital
Alabama
$125K
GIA
692
Goodwin Investment Advisory
Georgia
$117K -$236K -4,825 -67%
TIM
693
Tortoise Investment Management
New York
$116K
LCM
694
Logan Capital Management
Pennsylvania
$98.5K
WT
695
Washington Trust
Rhode Island
$93.3K -$2.94K -60 -3%
AAG
696
Armstrong Advisory Group
Massachusetts
$90K
ME
697
McIlrath & Eck
Washington
$83.6K
AP
698
Arlington Partners
Alabama
$83.5K +$65.2K +1,332 +356%
OFG
699
Oxford Financial Group
Indiana
$78.7K +$17.7K +362 +29%
AIM
700
Anchor Investment Management
South Carolina
$77.6K -$4.89K -100 -6%