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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 %
EW
801
Element Wealth
Mississippi
$45.3K +$36.1K +664 +393%
GEA
802
Glen Eagle Advisors
New Jersey
$40.8K -$6.96K -128 -15%
GWSG
803
GPS Wealth Strategies Group
Colorado
$40.4K +$35.9K +659 +785%
PIA
804
Powell Investment Advisors
Florida
$40.2K
AW
805
Avion Wealth
Texas
$33K
RCM
806
Richardson Capital Management
Wisconsin
$32.6K +$2.56K +47 +8%
SWM
807
Sugarloaf Wealth Management
Georgia
$31.3K +$31.3K +575 New
CWP
808
Concord Wealth Partners
Virginia
$31.1K -$32.6K -599 -51%
S
809
SignatureFD
Georgia
$30.2K +$5.77K +106 +24%
RG
810
Retirement Group
California
$29.8K
LB
811
Legacy Bridge
Iowa
$28.6K
CPA
812
Clear Point Advisors
New York
$27.1K
AA
813
Addison Advisors
Vermont
$25.7K
BCMLT
814
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.5K -$9.09K -167 -26%
WIA
815
Wetzel Investment Advisors
Indiana
$24.5K
MWM
816
Mascoma Wealth Management
New Hampshire
$22.5K -$4.95K -91 -18%
PFM
817
Phillips Financial Management
Indiana
$22K -$7.56K -139 -26%
AT
818
Arlington Trust
Alabama
$20.3K -$5.17K -95 -20%
RWM
819
Ruedi Wealth Management
Illinois
$20.2K
BLC
820
Brown, Lisle/Cummings
Rhode Island
$19.7K +$9.09K +167 +85%
CFO
821
CVA Family Office
Colorado
$19.5K
TC
822
Truvestments Capital
Florida
$19.1K +$19.1K +351 New
WWM
823
Wolff Wiese Magana
California
$18.9K
FFL
824
Financial Freedom LLC
Ohio
$18K
TF
825
Tompkins Financial
New York
$17.7K -$10.8K -198 -38%