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iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCAG
751
First Capital Advisors Group
New Jersey
$14.3K
CFS
752
CGC Financial Services
Oregon
$13.7K +$13.7K +280 New
TFA
753
Toth Financial Advisory
Virginia
$13.5K +$13.5K +276 New
RCM
754
Robinson Capital Management
Michigan
$12.3K
LFA
755
Level Financial Advisors
New York
$12.2K +$12.2K +250 New
BC
756
Barrett & Company
Rhode Island
$11.7K
TWP
757
TFO Wealth Partners
Ohio
$11.6K
PP
758
Pacifica Partners
Canada
$10.4K
AIC
759
Archer Investment Corporation
Indiana
$9.84K +$9.84K +201 New
BLC
760
Brown, Lisle/Cummings
Rhode Island
$9.59K
HR
761
Howe & Rusling
New York
$9.35K
IFAM
762
Institutional & Family Asset Management
Colorado
$9.3K +$245 +5 +3%
WOSD
763
WFA of San Diego
California
$9.25K +$9.25K +189 New
S
764
SignatureFD
Georgia
$9.01K +$1.37K +28 +18%
IF
765
Integrity Financial
Wyoming
$8.91K
NC
766
NewSquare Capital
Pennsylvania
$8.42K +$8.42K +172 New
GWANC
767
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.37K
EW
768
Element Wealth
Mississippi
$8.27K +$8.27K +169 New
SCA
769
Stonebridge Capital Advisors
Minnesota
$7.96K -$3.47K -71 -30%
BWL
770
Bogart Wealth LLC
Virginia
$7.73K
POIA
771
Pin Oak Investment Advisors
Texas
$7K +$7K +150 New
BBPWM
772
Blue Bell Private Wealth Management
Pennsylvania
$6.85K
RTC
773
Riverview Trust Company
Washington
$6.61K
KA
774
Kozak & Associates
Colorado
$6.29K +$6.29K +128 New
CT
775
Cambridge Trust
Massachusetts
$6.02K -$6.95K -142 -54%