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iShares MSCI EAFE Value ETF

998 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 480 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+53
Holders Change %
+5.61%
% of All Funds
13.29%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
480
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
176
Regal Investment Advisors
Michigan
$9.34M +$550K +10,486 +6%
FHA
177
First Horizon Advisors
Tennessee
$9.27M -$301K -5,746 -3%
PS
178
Principal Securities
Iowa
$9.09M +$3.63M +69,118 +66%
BW
179
BIP Wealth
Georgia
$9.08M +$795K +15,159 +10%
AC
180
Apella Capital
Connecticut
$9.05M -$1.02M -19,385 -10%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$9.02M +$205K +3,912 +2%
SCA
182
Snowden Capital Advisors
New York
$8.98M +$255K +4,853 +3%
Creative Planning
183
Creative Planning
Kansas
$8.94M -$42.1K -803 -0.5%
MWP
184
Meridian Wealth Partners
Pennsylvania
$8.89M +$295K +5,625 +3%
RFA
185
RTD Financial Advisors
Pennsylvania
$8.85M +$270K +5,155 +3%
FFWA
186
Forthright Family Wealth Advisory
Texas
$8.44M +$4.72M +89,995 +127%
MGWM
187
Marks Group Wealth Management
Minnesota
$8.43M +$301K +5,734 +4%
MGIA
188
Moneta Group Investment Advisors
Missouri
$8.26M -$346K -6,585 -4%
BFPW
189
BOK Financial Private Wealth
Colorado
$8.25M -$437K -8,336 -5%
BHWM
190
Bay Harbor Wealth Management
Maryland
$8.24M +$1.31M +25,000 +19%
OP
191
ORG Partners
Indiana
$8.23M +$286K +5,453 +4%
CWM
192
Certus Wealth Management
California
$8.22M +$25.3K +453 +0.3%
WP
193
WealthShield Partners
North Carolina
$8.12M -$24.2K -462 -0.3%
MAM
194
McLean Asset Management
Virginia
$8.11M -$407K -7,762 -5%
SCM
195
Sterling Capital Management
North Carolina
$8.1M +$29.2K +557 +0.4%
NEWAS
196
N.E.W. Advisory Services
Wisconsin
$8.09M +$535K +10,204 +7%
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.01M +$8.01M +152,631 +3,815,775%
VHAM
198
Van Hulzen Asset Management
California
$7.84M +$143K +2,718 +2%
FFN
199
Focus Financial Network
Minnesota
$7.72M +$865K +16,490 +13%
CAM
200
Cobblestone Asset Management
Virginia
$7.61M +$710K +13,538 +10%