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iShares MSCI EAFE Value ETF

887 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
726
SOA Wealth Advisors
New York
$242K +$573 +11 +0.2%
AFP
727
Ausdal Financial Partners
Iowa
$241K -$36.9K -708 -13%
SAM
728
Sawgrass Asset Management
Florida
$240K +$240K +4,600 New
ATC
729
Argent Trust Co
Tennessee
$239K +$239K +4,582 New
IGWM
730
ICA Group Wealth Management
Colorado
$237K -$34.3K -658 -13%
LWAM
731
Legacy Wealth Asset Management
Minnesota
$235K -$4.38K -84 -2%
CA
732
CGN Advisors
Kansas
$234K +$11.8K +226 +5%
OWM
733
Opes Wealth Management
California
$233K -$17.3K -332 -7%
AFGAS
734
Allegiance Financial Group Advisory Services
Virginia
$231K
NW
735
NewEdge Wealth
Pennsylvania
$228K -$191K -3,675 -46%
FAIM
736
Financial Advocates Investment Management
Washington
$226K -$612K -4,293 -73%
BRA
737
Biechele Royce Advisors
Indiana
$225K -$43.7K -840 -16%
OFA
738
Oak Family Advisors
Illinois
$225K
FFG
739
Foundry Financial Group
New Hampshire
$224K +$224K +4,300 New
RFN
740
RDA Financial Network
Iowa
$222K -$55.1K -1,057 -20%
UL
741
Unionview LLC
Washington
$220K +$2.45K +47 +1%
MA
742
MKT Advisors
California
$220K -$10.9K -210 -5%
SB
743
Simmons Bank
Arkansas
$218K +$2.14K +41 +1%
CFGA
744
Cambridge Financial Group (Arizona)
Arizona
$217K +$217K +4,164 New
FIM
745
Freedom Investment Management
Connecticut
$217K +$217K +4,157 New
P
746
&Partners
Tennessee
$215K +$215K +4,426 New
SAM
747
Strategy Asset Managers
California
$213K -$19.4K -372 -8%
MFT
748
Moisand Fitzgerald Tamayo
Florida
$211K +$23.8K +456 +13%
BAM
749
Belpointe Asset Management
Nevada
$209K -$107K -2,044 -34%
CIA
750
Cape Investment Advisory
Georgia
$206K -$9.22K -177 -4%