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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
726
Wedmont Private Capital
Pennsylvania
$332K +$882 +17 +0.3%
RCAG
727
Rehmann Capital Advisory Group
Michigan
$328K +$53.2K +1,014 +19%
PGFC
728
Peapack-Gladstone Financial Corp
New Jersey
$327K +$63K +1,200 +24%
SRB
729
Shotwell Rutter Baer
Michigan
$325K +$9.13K +176 +3%
FCH
730
Freestone Capital Holdings
Washington
$325K +$52.6K +1,003 +19%
CWM
731
Copia Wealth Management
Oregon
$323K +$323K +6,159 New
EFS
732
Essex Financial Services
Connecticut
$322K +$24.7K +470 +8%
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$321K -$221K -4,209 -41%
TPI
734
Trust Point Inc
Wisconsin
$320K +$320K +6,105 New
BWA
735
Bordeaux Wealth Advisors
California
$318K -$840 -16 -0.3%
DRP
736
Decker Retirement Planning
Utah
$316K +$316K +6,013 New
VA
737
Valmark Advisers
Ohio
$315K -$16.7K -319 -5%
AWA
738
Aaron Wealth Advisors
Illinois
$314K +$5.41K +103 +2%
TWM
739
Tanglewood Wealth Management
Texas
$313K -$997 -19 -0.3%
WBG
740
Wharton Business Group
Pennsylvania
$313K
FFM
741
Forum Financial Management
Illinois
$311K +$6.4K +122 +2%
HNB
742
Hilltop National Bank
Wyoming
$307K
SAI
743
Savvy Advisors Inc
New York
$306K +$1.52K +29 +0.5%
BAM
744
Belpointe Asset Management
Nevada
$303K +$29.9K +528 +11%
CWMA
745
Capstone Wealth Management (Alabama)
Alabama
$303K +$303K +5,769 New
DWM
746
Dopkins Wealth Management
New York
$302K +$17.4K +332 +6%
Wealthfront Advisers
747
Wealthfront Advisers
California
$299K -$40.1K -765 -12%
BOC
748
Blue Oak Capital
California
$299K +$299K +5,698 New
XF
749
XML Financial
Maryland
$298K +$5.14K +98 +2%
PMFA
750
Plante Moran Financial Advisors
Michigan
$295K -$210 -4 -0.1%