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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.

Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.16%
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 %
WP
51
WealthSource Partners
California
$44.2M +$13.3M +270,820 +43%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$43.6M +$4.09M +83,084 +10%
MIS
53
Morningstar Investment Services
Illinois
$43M -$33.3M -675,499 -44%
IWC
54
Integrated Wealth Concepts
Massachusetts
$41.4M -$10.1M -205,429 -20%
HighTower Advisors
55
HighTower Advisors
Illinois
$40.5M +$2.99M +61,286 +8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$39.6M +$22.5M +460,186 +132%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$39.6M +$107K +2,185 +0.3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$39.1M +$11.2M +228,661 +40%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$38.1M +$7.45M +152,304 +24%
AI
60
Atria Investments
North Carolina
$35.5M +$11.7M +238,920 +49%
AWS
61
Atria Wealth Solutions
New York
$33M +$9.24M +188,780 +39%
SCM
62
SCS Capital Management
Massachusetts
$32.7M -$764K -15,619 -2%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$31.6M -$2.03M -41,532 -6%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$31.4M +$31.1M +634,634 +8,678%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$31.2M +$946K +19,333 +3%
RWG
66
Ratio Wealth Group
Colorado
$31.2M +$1M +20,501 +3%
CP
67
Covenant Partners
Tennessee
$31.2M +$1.69M +34,611 +6%
DBT
68
Dubuque Bank & Trust
Iowa
$31M +$1.56M +31,850 +5%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$30.3M +$3.69M +75,491 +14%
IWP
70
Icon Wealth Partners
Texas
$29.4M +$7.35M +150,201 +33%
Prudential Financial
71
Prudential Financial
New Jersey
$29M +$4.39M +89,627 +18%
MC
72
McMorgan & Co
California
$28.8M +$597K +12,204 +2%
Goldman Sachs
73
Goldman Sachs
New York
$28.1M +$5.73M +117,139 +26%
OMC
74
Old Mission Capital
Illinois
$27.2M +$27.2M +556,839 New
APW
75
Austin Private Wealth
Texas
$26.4M +$9.81M +200,446 +59%