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iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMMS
826
Comprehensive Money Management Services
Florida
$210K +$210K +4,005 New
SFO
827
Stokes Family Office
Louisiana
$206K -$4.62K -88 -2%
TSMHT
828
Thurston Springer Miller Herd & Titak
Indiana
$206K +$124K +2,354 +151%
VCM
829
Versant Capital Management
Arizona
$205K
MA
830
Mosaic Advisors
Texas
$202K +$202K +3,841 New
SAM
831
Smartleaf Asset Management
Massachusetts
$200K -$4.61K -88 -2%
HBW
832
Hazlett, Burt & Watson
West Virginia
$196K +$6.04K +114 +3%
WSFS
833
Wilmington Savings Fund Society
Delaware
$187K +$2.68K +51 +1%
SFG
834
Stonebridge Financial Group
Pennsylvania
$181K +$181K +3,449 New
MFT
835
Moisand Fitzgerald Tamayo
Florida
$175K +$630 +12 +0.4%
PA
836
Parallel Advisors
California
$172K +$14.2K +270 +9%
BA
837
Bristlecone Advisors
Washington
$170K
MHR
838
Matthew Hamilton Rosenberg
$155K +$4.15K +79 +3%
HB
839
Horizon Bancorp
Indiana
$154K +$13.2K +251 +9%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$151K -$27K -515 -15%
UFAC
841
Urban Financial Advisory Corp
Illinois
$146K +$2.52K +48 +2%
OC
842
Oarsman Capital
Wisconsin
$144K -$30.9K -588 -18%
PA
843
Pineridge Advisors
Missouri
$138K -$21.4K -408 -13%
Barclays
844
Barclays
United Kingdom
$138K +$91K +1,725 +194%
QCG
845
Quadrant Capital Group
Ohio
$138K -$5.25K -100 -4%
MIA
846
MeadowBrook Investment Advisors
Michigan
$131K +$131K +2,495 New
BL
847
Balentine LLC
Georgia
$129K
CSWM
848
Cassady Schiller Wealth Management
Ohio
$126K
ZB
849
Zions Bancorporation
Utah
$124K
SAM
850
S.A. Mason
Michigan
$120K