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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.16%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$25.8M +$7.64M +156,152 +42%
Mariner
77
Mariner
Kansas
$24.5M +$1.68M +34,249 +7%
SHJ
78
Sharkey, Howes & Javer
Colorado
$23.3M +$6.68M +136,536 +40%
CW
79
CreativeOne Wealth
Kansas
$21.9M +$21.1M +431,028 +2,543%
EWA
80
Exencial Wealth Advisors
Oklahoma
$21.8M -$580K -11,853 -3%
TA
81
Townsend & Associates
Colorado
$21.2M +$9.13M +196,089 +76%
HFA
82
High Falls Advisors
New York
$21.2M +$5.91M +120,761 +39%
PFA
83
Pettinga Financial Advisors
Indiana
$21.1M +$7.06M +144,279 +50%
MPW
84
MA Private Wealth
California
$21M +$20.5M +419,223 +4,207%
BAM
85
Brave Asset Management
New Jersey
$20.7M +$663K +13,544 +3%
CA
86
Cetera Advisors
Colorado
$20.7M +$5.84M +119,260 +39%
VU
87
Valence8 US
Massachusetts
$19.8M +$1.52M +31,017 +8%
HGWM
88
Horst & Graben Wealth Management
Oregon
$19.7M +$5.17M +105,611 +35%
AIA
89
Angeles Investment Advisors
California
$19.4M +$19.4M +396,400 New
WWG
90
West Wealth Group
California
$18.9M +$5.44M +111,202 +40%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$18.9M -$6.24M -127,571 -25%
SW
92
SteelPeak Wealth
California
$18.8M +$6.19M +126,568 +49%
KAS
93
Kestra Advisory Services
Texas
$18.5M +$3.01M +61,458 +19%
BRWA
94
B. Riley Wealth Advisors
Florida
$18.1M +$5.71M +116,658 +46%
AAS
95
Avantax Advisory Services
Texas
$18M +$6.29M +128,535 +54%
SB
96
Strategic Blueprint
Georgia
$17M +$3.42M +69,858 +25%
Corient Private Wealth
97
Corient Private Wealth
Florida
$16.9M -$1.02M -20,835 -6%
OPS
98
Orion Portfolio Solutions
Nebraska
$16.7M +$3.44M +70,336 +26%
BCI
99
Brinker Capital Investments
Pennsylvania
$16.7M +$3.44M +70,336 +26%
CCA
100
Checchi Capital Advisers
California
$16.7M +$897K +18,338 +6%