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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 %
AWM
826
Abound Wealth Management
Tennessee
$17.6K -$435 -8 -2%
BWL
827
Bogart Wealth LLC
Virginia
$16.9K +$8.32K +153 +97%
AAP
828
Arax Advisory Partners
Colorado
$16.8K +$16.8K +308 New
Kayne Anderson Rudnick Investment Management
829
Kayne Anderson Rudnick Investment Management
California
$16.4K
OIA
830
Optimum Investment Advisors
Illinois
$16.4K
TCOV
831
Trust Company of Vermont
Vermont
$16.3K
CFS
832
CGC Financial Services
Oregon
$15.2K
CT
833
Clearstead Trust
Maine
$13.8K
BC
834
Barrett & Company
Rhode Island
$13.1K
AIC
835
Archer Investment Corporation
Indiana
$10.9K
PWA
836
Provenance Wealth Advisors
Florida
$10.7K +$10.7K +197 New
IFAM
837
Institutional & Family Asset Management
Colorado
$10.5K
HGERS
838
Householder Group Estate & Retirement Specialist
Arizona
$10.5K +$1.09K +20 +12%
RIA
839
Realta Investment Advisors
Delaware
$10.3K +$10.3K +188 New
ETS
840
ESL Trust Services
New York
$9.79K +$9.79K +180 New
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$8.87K +$1.25K +23 +16%
NFSG
842
Newbridge Financial Services Group
Florida
$8.65K -$8.76K -161 -50%
HR
843
Howe & Rusling
New York
$8.65K +$8.65K +159 New
SIC
844
Salem Investment Counselors
North Carolina
$8.54K
POIA
845
Pin Oak Investment Advisors
Texas
$8K
HPC
846
HM Payson & Co
Maine
$7.07K -$54 -1 -0.8%
FG
847
Fairman Group
Pennsylvania
$6.85K
CP
848
Castleview Partners
Texas
$6.26K
NC
849
NewSquare Capital
Pennsylvania
$5.6K +$5.6K +103 New
GI
850
GAMMA Investing
California
$5.55K -$21.5K -395 -79%