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iShares MSCI EAFE Value ETF

997 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, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
101
Pettinga Financial Advisors
Indiana
$18M -$360K -6,858 -2%
SHIM
102
Stone House Investment Management
Pennsylvania
$17.9M -$1.68M -32,045 -9%
I
103
INVST
Indiana
$17.7M +$1.83M +34,957 +12%
CIAS
104
CFS Investment Advisory Services
New Jersey
$17.7M -$16.1M -306,897 -48%
BF
105
BOK Financial
Oklahoma
$17M +$401K +7,734 +2%
CSWG
106
Cardinal Strategic Wealth Guidance
Kentucky
$17M +$893K +17,019 +6%
BGAI
107
Bruce G. Allen Investments
Colorado
$16.9M +$865K +16,492 +5%
FA
108
Fountainhead AM
New Jersey
$16.8M +$1.47M +28,050 +10%
SP
109
Stonebrook Private
Michigan
$16.8M +$4.63M +88,324 +38%
ACA
110
Affinity Capital Advisors
California
$16.8M -$537K -10,147 -3%
SWM
111
Shakespeare Wealth Management
Wisconsin
$16.7M +$934K +17,804 +6%
SA
112
Scarborough Advisors
Maryland
$16.6M +$928K +17,684 +6%
RSWM
113
Robertson Stephens Wealth Management
California
$16.5M -$13.2M -251,259 -44%
SWC
114
Spectrum Wealth Counsel
Indiana
$16.5M +$264K +5,026 +2%
PWA
115
Physician Wealth Advisors
Utah
$16.4M +$1.41M +26,865 +9%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$16.4M +$2.06M +39,237 +14%
BTI
117
Blue Trust Inc
Georgia
$16.4M +$9.97M +190,102 +156%
ECM
118
Elgethun Capital Management
South Dakota
$16.1M +$1.3M +24,853 +9%
GT
119
Greenleaf Trust
Michigan
$15.7M +$530K +10,104 +3%
OWA
120
One Wealth Advisors
California
$15.7M +$894K +17,041 +6%
AWA
121
Arete Wealth Advisors
Illinois
$15.7M +$993K +18,898 +7%
CCA
122
Checchi Capital Advisers
California
$15.6M -$631K -12,027 -4%
PL
123
Plancorp LLC
Missouri
$15.6M +$1.2M +22,781 +8%
OPS
124
Orion Portfolio Solutions
Nebraska
$15.5M -$662K -12,611 -4%
BCI
125
Brinker Capital Investments
Pennsylvania
$15.5M -$662K -12,611 -4%