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iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
76
Atria Investments
North Carolina
$23.7M -$5.62M -115,869 -19%
Mariner
77
Mariner
Kansas
$23.4M +$178K +3,672 +0.8%
BTI
78
Blue Trust Inc
Georgia
$23M +$1.99M +43,446 +9%
EWA
79
Exencial Wealth Advisors
Oklahoma
$22.5M -$302K -6,228 -1%
FTUS
80
Flow Traders U.S.
New York
$22.3M +$22.3M +459,506 New
Goldman Sachs
81
Goldman Sachs
New York
$21.4M -$1.79M -36,860 -8%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$21M -$13.6M -280,890 -39%
Corient Private Wealth
83
Corient Private Wealth
Florida
$20.3M -$673K -13,867 -3%
IWP
84
Icon Wealth Partners
Texas
$19.9M +$19.9M +410,613 New
OMC
85
Old Mission Capital
Illinois
$19.9M +$19.9M +410,546 New
CSPAM
86
Cary Street Partners Asset Management
Virginia
$19.5M +$10.1M +228,042 +108%
BAM
87
Brave Asset Management
New Jersey
$19.4M +$3.54M +72,887 +22%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$19.2M -$10.3M -211,382 -35%
BF
89
BOK Financial
Oklahoma
$17.9M -$1.92M -39,649 -10%
1SB
90
1ST Source Bank
Indiana
$17.6M +$563K +11,610 +3%
KAS
91
Kestra Advisory Services
Texas
$16.3M -$30.1M -620,224 -65%
APW
92
Austin Private Wealth
Texas
$15.5M -$5M -103,035 -24%
SHJ
93
Sharkey, Howes & Javer
Colorado
$15.5M -$4.77M -98,328 -24%
CCA
94
Checchi Capital Advisers
California
$15.3M -$1.2M -24,720 -7%
FWP
95
FAS Wealth Partners
Kansas
$15.2M -$6.05M -124,658 -28%
SB
96
Strategic Blueprint
Georgia
$15.2M -$181K -3,730 -1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$15M +$15M +309,479 New
HFA
98
High Falls Advisors
New York
$15M -$5.38M -110,772 -26%
HWM
99
HighMark Wealth Management
Minnesota
$14.8M -$858K -17,596 -5%
HGWM
100
Horst & Graben Wealth Management
Oregon
$14.3M -$2.94M -60,598 -17%