EFV icon

iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JHCP
801
Jackson Hole Capital Partners
Oklahoma
$3.52K
NMG
802
New Millennium Group
Utah
$3.11K -$1.48K -30 -32%
NC
803
NewSquare Capital
Pennsylvania
$3.08K -$5.33K -109 -63%
VNA
804
Valley National Advisers
Pennsylvania
$3K +$3K +54 New
CB
805
CNB Bank
Pennsylvania
$2.94K
BCA
806
Bray Capital Advisors
Florida
$2.59K
BWP
807
Baldwin Wealth Partners
Massachusetts
$2.5K
IHWM
808
Iron Horse Wealth Management
Iowa
$2.35K +$2.35K +48 New
HC
809
Hoese & Co
Minnesota
$2.35K
CIM
810
Contravisory Investment Management
Massachusetts
$2.3K +$2.3K +47 New
DFA
811
DHJJ Financial Advisors
Illinois
$2.3K +$2.3K +47 New
RAM
812
Riggs Asset Management
Pennsylvania
$2.25K +$2.25K +46 New
AWM
813
AllSquare Wealth Management
New York
$2.2K
TWD
814
True Wealth Design
Ohio
$2.1K -$35.4K -723 -94%
MFA
815
McClarren Financial Advisors
Pennsylvania
$2K
RA
816
Rise Advisors
New York
$1.93K -$14.3K -288 -88%
NL
817
NVWM LLC
Pennsylvania
$1.62K -$2.5K -51 -61%
CB
818
Community Bank
New York
$1.61K
M
819
MOTCO
Texas
$1.42K
HCA
820
Heck Capital Advisors
Wisconsin
$1.32K
SFG
821
Steward Financial Group
Texas
$1K +$1K +23 New
BSB
822
Bangor Savings Bank
Maine
$783
CSC
823
Caldwell Sutter Capital
California
$245
GWANC
824
Guardian Wealth Advisors (North Carolina)
North Carolina
$196 -$8.18K -167 -98%
FA
825
Faithward Advisors
Pennsylvania
$194 -$3.44K -71 -95%