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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 %
HBW
701
Hazlett, Burt & Watson
West Virginia
$73K +$58K +1,159 +386%
EWM
702
EPG Wealth Management
Georgia
$70.6K +$1.52K +31 +2%
CWP
703
Concord Wealth Partners
Virginia
$68K +$37.4K +764 +122%
TFGT
704
TS Financial Group (TSFG)
Illinois
$66K
MPCG
705
Matrix Private Capital Group
New York
$62.1K
LFA
706
LGT Financial Advisors
Texas
$58.7K +$58.7K +1,199 New
MA
707
Montag & Associates
Georgia
$57K
FWA
708
FSC Wealth Advisors
New York
$55.5K +$27.2K +556 +96%
TAM
709
Tucker Asset Management
Colorado
$53.9K +$25.2K +515 +88%
WTA
710
Washington Trust Advisors
Massachusetts
$49.5K
MAWA
711
Moss Adams Wealth Advisors
Washington
$49.3K -$2.01K -41 -4%
AA
712
Addison Advisors
Vermont
$46.6K
APW
713
Atlantic Private Wealth
North Carolina
$45.2K
Barclays
714
Barclays
United Kingdom
$44K
GI
715
Gradient Investments
Minnesota
$43.6K +$2.59K +53 +6%
GEA
716
Glen Eagle Advisors
New Jersey
$42.9K +$196 +4 +0.5%
JWA
717
JFS Wealth Advisors
Pennsylvania
$41.6K
BA
718
Ballast Advisors
Minnesota
$41K -$44.5K -909 -52%
FWM
719
Focused Wealth Management
New York
$39.2K
TWD
720
True Wealth Design
Ohio
$37.5K +$37.5K +766 New
PIA
721
Powell Investment Advisors
Florida
$35.5K +$930 +19 +3%
ACA
722
Aptus Capital Advisors
Alabama
$34.4K +$147 +3 +0.4%
CBT
723
Central Bank & Trust
Kentucky
$34.3K
BCMLT
724
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.6K -$2.69K -55 -7%
BEI
725
Benjamin Edwards Inc
Missouri
$32K -$1.98K -40 -6%