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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 %
RA
101
RFG Advisory
Alabama
$14.2M -$2.36M -48,624 -14%
WAM
102
Wakefield Asset Management
Colorado
$14.2M -$1.3M -26,828 -8%
CA
103
Cetera Advisors
Colorado
$14.2M -$3.76M -77,424 -21%
PFA
104
Pettinga Financial Advisors
Indiana
$14.1M -$2.65M -54,570 -16%
PL
105
Plancorp LLC
Missouri
$14M -$971 -20 -0%
CSWG
106
Cardinal Strategic Wealth Guidance
Kentucky
$13.9M +$5.71M +117,690 +70%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$13.7M +$115K +2,377 +0.8%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$13.4M -$4.13M -85,066 -24%
WWG
109
West Wealth Group
California
$13M -$2.24M -46,150 -15%
GT
110
Greenleaf Trust
Michigan
$13M -$532K -10,956 -4%
ECM
111
Elgethun Capital Management
South Dakota
$12.9M -$412K -8,400 -3%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$12.8M +$2.9M +59,673 +29%
SW
113
SteelPeak Wealth
California
$12.6M -$2.67M -55,119 -18%
CFA
114
Cahill Financial Advisors
Minnesota
$12.3M +$1.31M +26,976 +12%
BRWA
115
B. Riley Wealth Advisors
Florida
$12.1M -$3.01M -62,104 -20%
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$11.9M -$691K -14,229 -5%
OPS
117
Orion Portfolio Solutions
Nebraska
$11.9M +$821K +16,920 +7%
BCI
118
Brinker Capital Investments
Pennsylvania
$11.9M +$9.7M +199,797 +433%
AWA
119
Arete Wealth Advisors
Illinois
$11.7M +$267K +5,501 +2%
NCM
120
Northwest Capital Management
Oregon
$11.6M +$227K +4,674 +2%
STA
121
Summit Trail Advisors
New York
$11.6M -$497K -10,247 -4%
AWE
122
Avidian Wealth Enterprises
Texas
$11.4M +$7.88M +162,302 +222%
BFG
123
Buttonwood Financial Group
Missouri
$11.2M +$18.2K +374 +0.2%
EA
124
Efficient Advisors
Ohio
$11M -$922K -19,000 -8%
MFG
125
Merit Financial Group
Georgia
$11M -$2.51M -51,649 -19%