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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
701
Tortoise Investment Management
New York
$97.1K -$18.6K -380 -16%
WT
702
Washington Trust
Rhode Island
$93.3K
AAG
703
Armstrong Advisory Group
Massachusetts
$89.9K
BCM
704
BluePath Capital Management
Georgia
$87.6K +$87.6K +1,790 New
ME
705
McIlrath & Eck
Washington
$83.6K
AP
706
Arlington Partners
Alabama
$83.5K
AT
707
Arlington Trust
Alabama
$83.5K +$83.5K +1,706 New
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K +$49.7K +1,016 +164%
First Manhattan
709
First Manhattan
New York
$79.5K +$78.2K +1,599 +6,150%
IPW
710
Impact Partnership Wealth
Georgia
$78.4K +$47.1K +962 +150%
AIM
711
Anchor Investment Management
South Carolina
$77.6K
EWM
712
EPG Wealth Management
Georgia
$70.1K -$440 -9 -0.6%
CWP
713
Concord Wealth Partners
Virginia
$68K
SIS
714
Sound Income Strategies
Florida
$66K -$72.8K -1,487 -52%
TFGT
715
TS Financial Group (TSFG)
Illinois
$66K
MPCG
716
Matrix Private Capital Group
New York
$62K
OFG
717
Oxford Financial Group
Indiana
$58.9K -$19.8K -405 -25%
MA
718
Montag & Associates
Georgia
$57K
FWA
719
FSC Wealth Advisors
New York
$56.2K +$734 +15 +1%
CT
720
Clearstead Trust
Maine
$50.2K +$33.3K +680 +197%
MAWA
721
Moss Adams Wealth Advisors
Washington
$49.3K
APW
722
Atlantic Private Wealth
North Carolina
$45.2K
RL
723
Rogco LP
Oklahoma
$45.2K +$45.2K +923 New
Barclays
724
Barclays
United Kingdom
$44K
AWA
725
Authentikos Wealth Advisory
California
$43.1K +$43.1K +881 New