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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
676
Glass Jacobson Investment Advisors
Maryland
$398K +$14.8K +282 +4%
LRWM
677
Lord & Richards Wealth Management
Colorado
$397K +$397K +7,571 New
PB
678
Pinnacle Bancorp
Nebraska
$392K +$1.52K +29 +0.4%
PAM
679
Palisade Asset Management
Minnesota
$392K -$1.42K -27 -0.4%
LCM
680
Leisure Capital Management
California
$392K +$392K +7,467 New
MWM
681
Meridian Wealth Management
Kentucky
$389K -$18.3K -349 -4%
QP
682
Quartz Partners
New York
$389K +$2.41K +46 +0.6%
AFG
683
Allegheny Financial Group
Pennsylvania
$389K +$112K +2,130 +40%
WA
684
Wambolt & Associates
Colorado
$387K -$63.2K -1,205 -14%
DWA
685
Delap Wealth Advisory
Oregon
$385K +$63.4K +1,209 +20%
WTB
686
Washington Trust Bank
Washington
$385K +$385K +7,331 New
Bessemer Group
687
Bessemer Group
New Jersey
$379K -$34K -651 -8%
KWS
688
Keystone Wealth Services
California
$379K -$267K -5,079 -41%
TA
689
TrueWealth Advisors
Alabama
$378K +$55K +1,048 +17%
CA
690
CGN Advisors
Kansas
$377K -$56K -1,067 -13%
LFA
691
Lauterbach Financial Advisors
Texas
$375K +$37.7K +718 +11%
TSS
692
Two Sigma Securities
New York
$374K -$826K -15,740 -69%
CIBC Private Wealth Group
693
CIBC Private Wealth Group
Georgia
$373K -$13.7K -260 -4%
PWM
694
PBMares Wealth Management
Virginia
$372K +$8.97K +171 +2%
FIM
695
Freedom Investment Management
Connecticut
$371K +$10.3K +197 +3%
OWP
696
ORG Wealth Partners
Texas
$370K +$94.2K +1,795 +34%
AA
697
Argent Advisors
Louisiana
$370K +$9.13K +174 +3%
IIA
698
Integral Investment Advisors
California
$367K
NA
699
Novus Advisors
South Carolina
$366K +$366K +6,969 New
MCA
700
Midwest Capital Advisors
Michigan
$365K +$365K +6,960 New