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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 %
GEA
726
Glen Eagle Advisors
New Jersey
$42.9K
JWA
727
JFS Wealth Advisors
Pennsylvania
$41.6K
BA
728
Ballast Advisors
Minnesota
$41K
HWP
729
Highline Wealth Partners
California
$40.3K +$40.3K +823 New
CBT
730
CoreFirst Bank & Trust
Kansas
$39.6K +$39.6K +810 New
FWM
731
Focused Wealth Management
New York
$39.1K
MIM
732
Macroview Investment Management
Maryland
$39K +$39K +798 New
ITIM
733
Indiana Trust & Investment Management
Indiana
$37.1K +$37.1K +758 New
GI
734
Gradient Investments
Minnesota
$36.1K -$7.54K -154 -17%
PIA
735
Powell Investment Advisors
Florida
$35.5K
CBT
736
Central Bank & Trust
Kentucky
$34.3K
BCMLT
737
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.6K
RG
738
Retirement Group
California
$31.8K +$735 +14 +2%
PCMC
739
Private Capital Management (Colorado)
Colorado
$30.7K +$30.7K +627 New
AW
740
Avion Wealth
Texas
$28K
AC
741
AlphaCore Capital
California
$25.9K
LB
742
Legacy Bridge
Iowa
$25.7K
HIA
743
Harbor Investment Advisory
Maryland
$25.6K +$1.27K +26 +5%
SFA
744
Semmax Financial Advisors
North Carolina
$25.5K +$25.5K +526 New
SSWM
745
Sheets Smith Wealth Management
North Carolina
$25.1K +$25.1K +513 New
BEI
746
Benjamin Edwards Inc
Missouri
$25K -$6.56K -134 -21%
S
747
SignatureFD
Georgia
$24.6K +$15.6K +318 +173%
TAM
748
Tucker Asset Management
Colorado
$24.2K -$29.7K -606 -55%
RIA
749
Realta Investment Advisors
Delaware
$23.1K
AA
750
Addison Advisors
Vermont
$23.1K -$23.5K -480 -50%