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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 %
FPAS
176
Focus Partners Advisor Solutions
Missouri
$6.97M +$161K +3,317 +2%
KCM
177
Kathmere Capital Management
Pennsylvania
$6.89M -$225K -4,638 -3%
AR
178
Apeiron RIA
Texas
$6.81M -$951K -19,593 -12%
CCM
179
Carlson Capital Management
Minnesota
$6.79M -$125K -2,573 -2%
CL
180
Choreo LLC
Illinois
$6.78M +$6.78M +139,769 New
PWM
181
Perigon Wealth Management
California
$6.74M +$192K +3,949 +3%
SL
182
SWMG LLC
Texas
$6.68M -$2.09M -43,031 -24%
CWS
183
Cypress Wealth Services
California
$6.59M -$272K -5,597 -4%
ASN
184
Advisory Services Network
Georgia
$6.58M -$441K -9,092 -6%
WFPG
185
Waller Financial Planning Group
Ohio
$6.55M -$515K -10,608 -7%
TF
186
Trek Financial
Arizona
$6.42M -$2.14M -44,045 -25%
Northern Trust
187
Northern Trust
Illinois
$6.42M +$77.2K +1,590 +1%
TA
188
Townsend & Associates
Colorado
$6.37M +$790K +15,739 +14%
PAG
189
Private Advisor Group
New Jersey
$6.3M -$845K -17,409 -12%
SPIA
190
Steward Partners Investment Advisory
New York
$6.29M -$2.69M -55,438 -30%
SS
191
Simplicity Solutions
Minnesota
$6.22M +$4.34M +89,462 +231%
ACA
192
Atlas Capital Advisors
Wyoming
$6.18M +$1.01M +20,898 +20%
KWM
193
Keebeck Wealth Management
Illinois
$6.16M -$925K -19,067 -13%
PP
194
PrairieView Partners
Minnesota
$6.11M -$123K -2,530 -2%
Principal Financial Group
195
Principal Financial Group
Iowa
$6.1M +$212K +4,375 +4%
SCA
196
STALEY CAPITAL ADVISERS
Pennsylvania
$6.08M -$55.8K -1,150 -0.9%
AWM
197
Apollon Wealth Management
South Carolina
$6.03M +$147K +3,020 +2%
Cerity Partners
198
Cerity Partners
New York
$6.02M +$1.65M +34,029 +38%
MGWM
199
Marks Group Wealth Management
Minnesota
$5.99M -$691K -14,240 -10%
WP
200
WealthShield Partners
North Carolina
$5.86M -$1.45M -29,923 -20%