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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 %
SFO
726
Stokes Family Office
Louisiana
$240K +$240K +4,404 New
FAM
727
Frontier Asset Management
Wyoming
$237K -$33.6K -618 -12%
BRA
728
Biechele Royce Advisors
Indiana
$236K
SB
729
Simmons Bank
Arkansas
$232K +$4.52K +83 +2%
EWP
730
Elevation Wealth Partners
California
$231K +$4.13K +76 +2%
UL
731
Unionview LLC
Washington
$230K
VC
732
Veracity Capital
Georgia
$227K -$166K -3,044 -42%
CFGA
733
Cambridge Financial Group (Arizona)
Arizona
$227K
CCM
734
Ciovacco Capital Management
Georgia
$224K -$652K -12,003 -74%
SAM
735
Strategy Asset Managers
California
$220K -$2.61K -48 -1%
AFP
736
Ausdal Financial Partners
Iowa
$220K -$31.4K -578 -12%
GLA
737
Good Life Advisors
Pennsylvania
$219K -$63.2K -1,162 -22%
IW
738
Instrumental Wealth
Florida
$218K
FIM
739
Freedom Investment Management
Connecticut
$218K -$8.54K -157 -4%
WTB
740
Washington Trust Bank
Washington
$217K -$67.6K -1,243 -24%
CICC
741
Capital Investment Counsel (Colorado)
Colorado
$216K +$216K +3,976 New
OFA
742
Oak Family Advisors
Illinois
$216K -$19K -350 -8%
MHR
743
Matthew Hamilton Rosenberg
$213K -$42.5K -787 -17%
VCM
744
Versant Capital Management
Arizona
$212K -$1.96K -36 -0.9%
MGW
745
MB Generational Wealth
Washington
$209K +$209K +3,851 New
FWM
746
FFT Wealth Management
Pennsylvania
$209K
RCA
747
Resonant Capital Advisors
Wisconsin
$209K +$209K +3,848 New
FWA
748
FSC Wealth Advisors
New York
$207K +$112K +2,068 +119%
PO
749
Private Ocean
California
$206K
LFS
750
Lutz Financial Services
Nebraska
$206K +$206K +3,785 New