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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 %
IAN
676
Integrated Advisors Network
Texas
$325K -$9.48K -182 -3%
APWA
677
Atlas Private Wealth Advisors
New Jersey
$323K +$2.61K +50 +0.8%
EPWM
678
Essex Private Wealth Management
Massachusetts
$322K +$208 +4 +0.1%
AA
679
Argent Advisors
Louisiana
$322K -$5.89K -113 -2%
FA
680
Flagstar Advisors
New York
$321K +$65.8K +1,262 +26%
AWA
681
Aaron Wealth Advisors
Illinois
$316K +$5.37K +103 +2%
3IP
682
3Chopt Investment Partners
Virginia
$313K +$313K +6,010 New
FCI
683
Financial Counselors Inc
Kansas
$313K +$5.68K +109 +2%
IFA
684
Index Fund Advisors
California
$313K +$1.15K +22 +0.4%
WBG
685
Wharton Business Group
Pennsylvania
$311K
PCM
686
Peirce Capital Management
Texas
$306K +$306K +5,881 New
FDCDDQ
687
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K
Fisher Asset Management
688
Fisher Asset Management
Washington
$302K -$15.5K -298 -5%
LFA
689
Lauterbach Financial Advisors
Texas
$299K -$5K -96 -2%
SAG
690
SageView Advisory Group
California
$298K -$612K -11,805 -67%
MIA
691
Milestone Investment Advisors
Wisconsin
$298K
LAS
692
Lloyd Advisory Services
Georgia
$298K +$298K +5,717 New
TC
693
Trilogy Capital
California
$297K -$147K -2,812 -33%
IDA
694
Intelligence Driven Advisers
California
$289K -$70.9K -1,375 -20%
SMA
695
Sage Mountain Advisors
Georgia
$288K
MSA
696
Marino Stram & Associates
Massachusetts
$285K +$8.75K +168 +3%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$284K -$107K -2,060 -27%
MIM
698
Marco Investment Management
Georgia
$282K
XF
699
XML Financial
Maryland
$282K +$5.16K +99 +2%
SGI
700
Summit Global Investments
Utah
$282K +$282K +5,413 New