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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
151
Cypress Wealth Services
California
$9.9M +$3.27M +66,833 +49%
CSPAM
152
Cary Street Partners Asset Management
Virginia
$9.88M +$774K +17,266 +9%
FA
153
Fountainhead AM
New Jersey
$9.76M +$237K +4,843 +2%
COI
154
Connable Office Inc
Michigan
$9.73M +$440 +9 +0%
LWA
155
Lineweaver Wealth Advisors
Ohio
$9.72M +$84K +1,716 +0.9%
PAG
156
Private Advisor Group
New Jersey
$9.68M +$563K +11,511 +6%
AR
157
Apeiron RIA
Texas
$9.4M +$2.58M +52,722 +38%
Principal Financial Group
158
Principal Financial Group
Iowa
$9.39M +$860K +17,575 +10%
EA
159
Efficient Advisors
Ohio
$9.35M -$564K -11,531 -6%
BFPW
160
BOK Financial Private Wealth
Colorado
$9.25M -$316K -6,468 -3%
SWM
161
Spire Wealth Management
Virginia
$9.01M +$1.93M +39,477 +27%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$8.93M -$4.33M -85,934 -33%
ASN
163
Advisory Services Network
Georgia
$8.87M +$2.58M +52,670 +41%
PWM
164
Perigon Wealth Management
California
$8.84M +$2.22M +45,284 +33%
SW
165
Simplicity Wealth
New Jersey
$8.73M +$1.51M +30,916 +21%
VHAM
166
Van Hulzen Asset Management
California
$8.71M +$3.32M +67,755 +61%
MGWM
167
Marks Group Wealth Management
Minnesota
$8.67M +$2.37M +48,510 +38%
Creative Planning
168
Creative Planning
Kansas
$8.57M +$166K +3,385 +2%
WP
169
WealthShield Partners
North Carolina
$8.42M +$2.58M +52,678 +44%
MAM
170
McLean Asset Management
Virginia
$8.34M -$109K -2,229 -1%
QC
171
Quent Capital
New York
$8.32M +$129K +2,634 +2%
SL
172
SWMG LLC
Texas
$8.3M +$2.27M +46,425 +38%
ABC
173
Associated Banc-Corp
Wisconsin
$8.23M +$30.3K +620 +0.4%
CL
174
Choreo LLC
Illinois
$8.22M +$1.15M +23,537 +16%
RFA
175
RTD Financial Advisors
Pennsylvania
$8.15M +$101K +2,058 +1%