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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 %
KCM
201
Kathmere Capital Management
Pennsylvania
$6.34M -$97.1K -1,985 -2%
BW
202
BIP Wealth
Georgia
$6.3M -$126K -2,581 -2%
CFO
203
Callan Family Office
Pennsylvania
$6.2M +$1.44M +29,468 +30%
SCA
204
STALEY CAPITAL ADVISERS
Pennsylvania
$6.19M +$27.5K +563 +0.4%
JIC
205
Johnson Investment Counsel
Ohio
$6.15M +$1.39M +28,385 +29%
SWM
206
SigFig Wealth Management
California
$6.14M +$1.76M +36,000 +40%
Citigroup
207
Citigroup
New York
$6.02M +$5.63K +115 +0.1%
ICMP
208
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.02M -$22.5K -460 -0.4%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$6.01M +$1.57M +36,866 +35%
EWMCB
210
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.97M +$5.6M +114,386 +1,485%
GIS
211
Grayhawk Investment Strategies
Alberta, Canada
$5.93M -$303K -6,200 -5%
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$5.91M +$268K +5,467 +5%
CWM
213
Certus Wealth Management
California
$5.89M +$3.56M +72,739 +153%
DAM
214
Derbend Asset Management
Georgia
$5.88M +$5.88M +120,117 New
PP
215
PrairieView Partners
Minnesota
$5.86M -$203K -4,146 -3%
MCCA
216
Mill Creek Capital Advisors
Pennsylvania
$5.63M -$204K -4,170 -3%
AIA
217
Alternative Investment Advisors
Florida
$5.49M +$5.49M +112,249 New
AA
218
Advisory Alpha
Michigan
$5.47M -$154K -3,151 -3%
SWP
219
ShoreHaven Wealth Partners
New Jersey
$5.44M +$1.62M +33,187 +43%
William Blair & Company
220
William Blair & Company
Illinois
$5.36M +$72.5K +1,481 +1%
BSWA
221
Bromfield Sneider Wealth Advisors
Massachusetts
$5.35M
EL
222
EQ LLC
Washington
$5.29M +$514K +10,496 +11%
GT
223
Glenmede Trust
Pennsylvania
$5.24M -$144K -2,940 -3%
SPAS
224
Spectrum Planning & Advisory Services
California
$5.24M +$1.32M +26,953 +34%
ACA
225
Atlas Capital Advisors
Wyoming
$5.23M -$863K -17,632 -14%