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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 %
Citigroup
151
Citigroup
New York
$8.66M +$566K +11,655 +7%
Millennium Management
152
Millennium Management
New York
$8.45M +$8.45M +174,173 New
MAM
153
McLean Asset Management
Virginia
$8.44M -$1.43M -29,421 -14%
WA
154
Wealth Alliance
New York
$8.43M -$1.71M -35,227 -17%
PWA
155
Physician Wealth Advisors
Utah
$8.24M -$1.96M -39,167 -19%
CG
156
Colony Group
Massachusetts
$8.13M +$173K +3,565 +2%
ABC
157
Associated Banc-Corp
Wisconsin
$8.12M +$864K +17,812 +12%
OWA
158
One Wealth Advisors
California
$8.1M -$2.78M -57,310 -26%
QC
159
Quent Capital
New York
$8.02M -$24.2K -499 -0.3%
OAP
160
One Advisory Partners
Kansas
$7.87M -$1.86M -38,282 -19%
RFA
161
RTD Financial Advisors
Pennsylvania
$7.65M +$359K +7,404 +5%
SXL
162
Summit X LLC
Missouri
$7.65M +$2.01M +41,323 +36%
CFGS
163
Concourse Financial Group Securities
Alabama
$7.61M -$2.61M -53,790 -26%
SFS
164
Security Financial Services
Indiana
$7.57M -$3.95M -81,382 -34%
CS
165
Comerica Securities
Michigan
$7.48M -$2.89M -59,470 -28%
PA
166
Paragon Advisors
Texas
$7.48M +$5.16M +106,389 +222%
APP
167
Avantax Planning Partners
Iowa
$7.46M +$3.64K +75 +0%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$7.31M +$165K +3,397 +2%
SW
169
Simplicity Wealth
New Jersey
$7.29M +$1.21M +24,986 +20%
KOC
170
Koss-Olinger Consulting
Florida
$7.16M -$349K -7,189 -5%
DE
171
Day & Ennis
Georgia
$7.15M -$194K -3,999 -3%
VCA
172
Verdence Capital Advisors
Maryland
$7.15M +$7.15M +147,249 New
LFA
173
Legacy Financial Advisors
Kentucky
$7.13M -$67.7K -1,396 -0.9%
SWM
174
Spire Wealth Management
Virginia
$7.09M +$976K +20,106 +16%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$7.07M -$814K -16,769 -10%