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iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+61
Holders Change %
+7.39%
% of All Funds
12.99%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
141
Increased
281
Reduced
369
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SP
126
Stonebrook Private
Michigan
$12.9M +$12.9M +247,933 New
T
127
TNF
Montana
$12.9M -$716K -13,825 -5%
OWA
128
One Wealth Advisors
California
$12.9M -$587K -11,259 -4%
AWA
129
Arete Wealth Advisors
Illinois
$12.7M +$11.3M +216,987 +807%
FLA
130
Financial Life Advisors
Texas
$12.7M -$916K -17,584 -7%
FFA
131
Farther Finance Advisors
California
$12.6M +$2M +38,445 +19%
STA
132
Summit Trail Advisors
New York
$12.4M
BFG
133
Buttonwood Financial Group
Missouri
$12.2M +$39.1K +751 +0.3%
CAM
134
Crestone Asset Management
Colorado
$12.2M -$1.52M -29,206 -11%
AC
135
Apella Capital
Connecticut
$11.9M -$2.87M -55,339 -19%
NCM
136
Northwest Capital Management
Oregon
$11.7M -$530K -10,181 -4%
SA
137
Scarborough Advisors
Maryland
$11.7M -$2.7M -51,745 -19%
SFS
138
Security Financial Services
Indiana
$11.6M -$1.03M -19,845 -8%
PWA
139
Physician Wealth Advisors
Utah
$11.6M -$695K -13,570 -6%
TWM
140
TSA Wealth Management
Texas
$11.6M +$11.6M +222,094 New
FA
141
Fountainhead AM
New Jersey
$11.5M +$1.08M +20,684 +10%
SFG
142
StrategIQ Financial Group
Indiana
$11.5M +$109K +2,096 +1%
KTM
143
Keeler Thomas Management
Utah
$11.3M +$120K +2,306 +1%
PLFA
144
Pacific Life Fund Advisors
California
$11.3M +$11.3M +217,309 New
IFA
145
Interactive Financial Advisors
Illinois
$11.2M +$4.64M +46,706 +70%
CCWM
146
Cassaday & Co Wealth Management
Virginia
$11.2M +$73K +1,402 +0.7%
LRWA
147
Long Run Wealth Advisors
New York
$11.1M -$110K -2,111 -1%
MGIA
148
Moneta Group Investment Advisors
Missouri
$11M -$888K -17,052 -7%
CWP
149
Corepath Wealth Partners
Arizona
$10.8M +$82K +1,577 +0.8%
PFG
150
PAX Financial Group
Texas
$10.7M -$1.77M -34,819 -14%