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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 %
SAM
776
Smartleaf Asset Management
Massachusetts
$105K +$52.6K +965 +101%
WT
777
Washington Trust
Rhode Island
$104K +$163 +3 +0.2%
CWC
778
Carolinas Wealth Consulting
North Carolina
$104K +$104K +1,909 New
AAG
779
Armstrong Advisory Group
Massachusetts
$95.8K
OC
780
Oakworth Capital
Alabama
$94.9K +$15.8K +291 +20%
ME
781
McIlrath & Eck
Washington
$91K -$1.9K -35 -2%
SWS
782
SYSTM Wealth Solutions
Illinois
$88K -$15.8K -291 -15%
TAM
783
Tucker Asset Management
Colorado
$83K +$47.7K +877 +135%
AIM
784
Anchor Investment Management
South Carolina
$80.4K -$5.88K -108 -7%
EWM
785
EPG Wealth Management
Georgia
$78.9K -$272 -5 -0.3%
PPC
786
Park Place Capital
Alabama
$75K -$73.1K -1,344 -49%
TFGT
787
TS Financial Group (TSFG)
Illinois
$73K
HWP
788
Highline Wealth Partners
California
$71.4K
MPCG
789
Matrix Private Capital Group
New York
$69K
MA
790
Montag & Associates
Georgia
$63.3K
HIA
791
Harbor Investment Advisory
Maryland
$57.3K +$12.9K +237 +29%
ITIM
792
Indiana Trust & Investment Management
Indiana
$53.4K
RL
793
Rogco LP
Oklahoma
$52.8K +$2.61K +48 +5%
KHC
794
Koesten Hirschmann & Crabtree
Kansas
$51.9K +$51.9K +954 New
GI
795
Gradient Investments
Minnesota
$50.9K -$3.26K -60 -6%
APW
796
Atlantic Private Wealth
North Carolina
$50.2K
BBHC
797
Brown Brothers Harriman & Co
New York
$47.9K +$47.9K +880 New
LI
798
LRI Investments
Florida
$47K +$47K +864 New
JWA
799
JFS Wealth Advisors
Pennsylvania
$46.3K
BA
800
Ballast Advisors
Minnesota
$45.6K