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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+61
Holders Change %
+7.39%
% of All Funds
12.99%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
141
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TVAMP
801
Tennessee Valley Asset Management Partners
Tennessee
$43.7K +$43.7K +839 New
BA
802
Ballast Advisors
Minnesota
$43.7K
HIA
803
Harbor Investment Advisory
Maryland
$42.5K +$15.2K +292 +56%
FWM
804
Focused Wealth Management
New York
$41.7K
PIA
805
Powell Investment Advisors
Florida
$38.5K +$677 +13 +2%
TAM
806
Tucker Asset Management
Colorado
$33.8K +$7.97K +153 +31%
BCMLT
807
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.1K -$2.54K -52 -8%
AW
808
Avion Wealth
Texas
$31K +$209 +4 +0.7%
CG
809
Cutler Group
California
$31K +$31K +600 New
RIM
810
Rockbridge Investment Management
New York
$28.9K +$28.9K +555 New
RCM
811
Richardson Capital Management
Wisconsin
$28.8K +$28.8K +553 New
RG
812
Retirement Group
California
$28.6K -$2.97K -57 -9%
PFM
813
Phillips Financial Management
Indiana
$28.3K +$28.3K +544 New
LB
814
Legacy Bridge
Iowa
$27.4K
TF
815
Tompkins Financial
New York
$27.3K +$10.2K +196 +60%
BEI
816
Benjamin Edwards Inc
Missouri
$27K +$518 +10 +2%
MWM
817
Mascoma Wealth Management
New Hampshire
$26.3K +$4.74K +91 +22%
CPA
818
Clear Point Advisors
New York
$26K +$26K +498 New
GI
819
GAMMA Investing
California
$25.6K +$25.6K +497 New
AA
820
Addison Advisors
Vermont
$24.6K +$52 +1 +0.2%
AT
821
Arlington Trust
Alabama
$24.4K -$64.4K -1,237 -73%
FFO
822
Fortitude Family Office
Arizona
$24.1K +$24.1K +463 New
WIA
823
Wetzel Investment Advisors
Indiana
$24K +$24K +467 New
AC
824
AlphaCore Capital
California
$23.7K -$3.91K -75 -14%
S
825
SignatureFD
Georgia
$23.4K -$2.71K -52 -10%