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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 %
FCA
751
Fortis Capital Advisors
Kansas
$294K +$20K +352 +7%
SF
752
Summit Financial
New Jersey
$291K +$291K +5,555 New
CIA
753
Cape Investment Advisory
Georgia
$291K -$10.4K -198 -3%
National Bank of Canada
754
National Bank of Canada
Quebec, Canada
$291K -$16.7K -318 -5%
BFM
755
Boston Financial Management
Massachusetts
$290K
AIM
756
Advyzon Investment Management
Illinois
$288K +$288K +5,485 New
FCI
757
Financial Counselors Inc
Kansas
$287K -$67.6K -1,289 -19%
MIM
758
Marco Investment Management
Georgia
$284K
IDA
759
Intelligence Driven Advisers
California
$284K
Nomura Asset Management
760
Nomura Asset Management
Japan
$284K
OWM
761
Opes Wealth Management
California
$283K -$2.62K -50 -0.9%
BHWM
762
Beaird Harris Wealth Management
Texas
$281K -$14.7K -280 -5%
BJL
763
Brighton Jones LLC
Washington
$281K +$281K +5,352 New
SW
764
SMART Wealth
Nebraska
$280K +$84.8K +1,616 +43%
MIA
765
Milestone Investment Advisors
Wisconsin
$279K -$20.9K -399 -7%
JJBC
766
James J. Burns & Company
New York
$279K -$157 -3 -0.1%
CGA
767
Crescent Grove Advisors
Illinois
$276K
WDL
768
Well Done LLC
Michigan
$276K
DWM
769
Diversify Wealth Management
Utah
$274K -$5.5K -106 -2%
WI
770
WrapManager Inc
California
$274K -$35.6K -679 -12%
SMA
771
Sage Mountain Advisors
Georgia
$273K
CPA
772
Cardiff Park Advisors
California
$271K +$1.89K +36 +0.7%
AT
773
American Trust
Kentucky
$270K +$270K +5,143 New
KFG
774
Kelly Financial Group
Connecticut
$270K +$270K +5,138 New
IFA
775
Index Fund Advisors
California
$269K +$997 +19 +0.4%