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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 %
AAS
126
Avantax Advisory Services
Texas
$11M -$1.99M -40,980 -15%
CCWM
127
Cassaday & Co Wealth Management
Virginia
$10.8M -$8.98M -185,087 -45%
KFS
128
Kelly Financial Services
Massachusetts
$10.8M -$2.75M -56,732 -20%
SA
129
Scarborough Advisors
Maryland
$10.8M -$7.54M -155,333 -41%
SFG
130
StrategIQ Financial Group
Indiana
$10.5M +$123K +2,540 +1%
MGIA
131
Moneta Group Investment Advisors
Missouri
$10.5M +$939K +19,358 +10%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$9.87M +$766K +15,785 +8%
BFPW
133
BOK Financial Private Wealth
Colorado
$9.85M -$771K -15,888 -7%
T
134
TNF
Montana
$9.76M -$2.06M -41,033 -17%
C1AG
135
Client 1st Advisory Group
Florida
$9.74M +$173K +3,567 +2%
LRWA
136
Long Run Wealth Advisors
New York
$9.73M -$875K -18,022 -8%
COI
137
Connable Office Inc
Michigan
$9.71M -$181K -3,720 -2%
FLA
138
Financial Life Advisors
Texas
$9.7M +$1.09M +22,410 +13%
KFSC
139
Keystone Financial Services (Colorado)
Colorado
$9.66M -$2.8M -57,658 -22%
CWP
140
Corepath Wealth Partners
Arizona
$9.63M +$258K +5,150 +3%
SHIM
141
Stone House Investment Management
Pennsylvania
$9.6M -$2.41M -49,700 -20%
LWA
142
Lineweaver Wealth Advisors
Ohio
$9.53M -$4.23M -87,128 -31%
AF
143
Allworth Financial
California
$9.33M +$9M +185,544 +2,727%
PFG
144
PAX Financial Group
Texas
$9.02M -$2.77M -57,084 -23%
Citadel Advisors
145
Citadel Advisors
Florida
$8.99M +$8.99M +185,303 New
IFA
146
Interactive Financial Advisors
Illinois
$8.98M -$52.3K -1,077 -0.6%
FA
147
Fountainhead AM
New Jersey
$8.95M +$240K +4,955 +3%
GIS
148
Grayhawk Investment Strategies
Alberta, Canada
$8.87M -$21.1M -237,454 -70%
Creative Planning
149
Creative Planning
Kansas
$8.77M +$114K +2,356 +1%
SL
150
Sentinus LLC
Illinois
$8.72M +$1.67M +34,325 +24%