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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 %
CPG
701
Cornerstone Planning Group
New Jersey
$277K -$316K -5,790 -53%
ATC
702
Argent Trust Co
Tennessee
$277K +$27.4K +504 +11%
Franklin Resources
703
Franklin Resources
California
$276K -$2.01M -36,975 -88%
TGAM
704
TBH Global Asset Management
Tennessee
$273K +$2.56K +47 +0.9%
PGFC
705
Peapack-Gladstone Financial Corp
New Jersey
$272K -$24.5K -450 -8%
AIA
706
Alera Investment Advisors
Illinois
$270K -$762K -14,007 -74%
WWM
707
Western Wealth Management
Colorado
$267K -$302K -5,549 -53%
OWP
708
Obermeyer Wealth Partners
Colorado
$267K +$52.8K +970 +25%
FCA
709
FinTrust Capital Advisors
South Carolina
$266K -$160K -2,943 -38%
WPW
710
Waldron Private Wealth
Pennsylvania
$264K
BWM
711
BCS Wealth Management
Tennessee
$258K
LWA
712
Lantern Wealth Advisors
New York
$257K -$187K -3,442 -42%
HSA
713
HBK Sorce Advisory
Pennsylvania
$256K +$256K +4,701 New
CCA
714
Criterion Capital Advisors
Tennessee
$256K -$1.03K -19 -0.4%
HCC
715
Hirtle Callaghan & Co
Pennsylvania
$254K
SWA
716
SOA Wealth Advisors
New York
$253K
PCM
717
Pointe Capital Management
Michigan
$252K +$252K +4,626 New
TH
718
Team Hewins
California
$250K -$30K -552 -11%
LWAM
719
Legacy Wealth Asset Management
Minnesota
$250K +$4.57K +84 +2%
AFG
720
Allegheny Financial Group
Pennsylvania
$249K -$140K -2,577 -36%
TA
721
TKG Advisors
Indiana
$247K -$189K -3,473 -43%
MA
722
MKT Advisors
California
$245K +$17.1K +317 +7%
AFGAS
723
Allegiance Financial Group Advisory Services
Virginia
$241K
YCG
724
Yeomans Consulting Group
Georgia
$241K -$9.45M -173,715 -98%
NW
725
NewEdge Wealth
Pennsylvania
$240K +$2.6K +48 +1%