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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 %
RIL
851
Rothschild Investment LLC
Illinois
$118K
FMII
852
Farmers & Merchants Investments Inc
Nebraska
$116K
AAP
853
Arax Advisory Partners
Colorado
$112K +$80.9K +1,541 +263%
JFG
854
JDM Financial Group
Texas
$110K +$95K +1,811 +654%
LCM
855
Logan Capital Management
Pennsylvania
$109K
MA
856
MCF Advisors
Kentucky
$109K +$107K +2,043 +7,296%
TIM
857
Tortoise Investment Management
New York
$104K
WT
858
Washington Trust
Rhode Island
$103K
EW
859
Element Wealth
Mississippi
$101K +$65.3K +1,244 +181%
FFA
860
Founders Financial Alliance
North Carolina
$101K +$262 +5 +0.3%
CWC
861
Carolinas Wealth Consulting
North Carolina
$100K
AAG
862
Armstrong Advisory Group
Massachusetts
$96.4K
CIAS
863
Capital Investment Advisory Services
North Carolina
$92.6K +$45.4K +865 +96%
FGC
864
Financial Gravity Companies
Texas
$85.4K -$3.57K -68 -4%
CPG
865
Cornerstone Planning Group
New Jersey
$79.4K -$9.28K -169 -10%
AIM
866
Anchor Investment Management
South Carolina
$77.6K
GI
867
GAMMA Investing
California
$77.2K
HIA
868
Harbor Investment Advisory
Maryland
$76.4K
SWM
869
Sugarloaf Wealth Management
Georgia
$76.2K +$3.62K +69 +5%
LI
870
LRI Investments
Florida
$75K
HNW
871
High Note Wealth
Minnesota
$73.3K +$73.3K +1,397 New
TFGT
872
TS Financial Group (TSFG)
Illinois
$71K
HWP
873
Highline Wealth Partners
California
$70.1K +$472 +9 +0.7%
NWM
874
Navigoe Wealth Management
California
$70K +$70K +1,348 New
MPCG
875
Matrix Private Capital Group
New York
$69.4K