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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 %
PWG
676
Portside Wealth Group
Utah
$308K -$39.8K -732 -11%
GT
677
Glenview Trust
Kentucky
$308K -$40K -736 -12%
RCAG
678
Rehmann Capital Advisory Group
Michigan
$305K -$77.1K -1,418 -20%
PMFA
679
Plante Moran Financial Advisors
Michigan
$303K -$38.3K -704 -11%
FA
680
Flagstar Advisors
New York
$302K -$33K -607 -10%
HHRDM
681
H&H Retirement Design & Management
Nevada
$302K -$179K -3,353 -37%
BFM
682
Boston Financial Management
Massachusetts
$300K -$123K -2,262 -29%
Wealthfront Advisers
683
Wealthfront Advisers
California
$299K -$52.3K -961 -15%
BHWM
684
Beaird Harris Wealth Management
Texas
$298K -$48.3K -888 -14%
OWM
685
Opes Wealth Management
California
$296K +$53.2K +978 +22%
MIM
686
Marco Investment Management
Georgia
$295K
XF
687
XML Financial
Maryland
$295K
IDA
688
Intelligence Driven Advisers
California
$295K -$10.6K -195 -3%
Nomura Asset Management
689
Nomura Asset Management
Japan
$294K
CFS
690
CRA Financial Services
New Jersey
$293K
NRC
691
New Republic Capital
North Carolina
$288K -$119K -2,184 -29%
WFC
692
Western Financial Corp
California
$288K -$333K -6,125 -54%
CGA
693
Crescent Grove Advisors
Illinois
$286K
SMA
694
Sage Mountain Advisors
Georgia
$286K -$15.2K -280 -5%
KA
695
Kovack Advisors
Florida
$284K +$27.9K +512 +11%
MFG
696
Magnus Financial Group
New York
$284K -$1.41K -26 -0.5%
MSA
697
Marino Stram & Associates
Massachusetts
$283K -$15.2K -280 -5%
CA
698
Continuum Advisory
Idaho
$282K -$352K -6,351 -55%
CA
699
CGN Advisors
Kansas
$279K +$34.4K +632 +14%
CPA
700
Cardiff Park Advisors
California
$279K