EFV icon

iShares MSCI EAFE Value ETF

404 hedge funds and large institutions have $6.01B invested in iShares MSCI EAFE Value ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 146 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+58
Holders Change %
+16.76%
% of All Funds
7.17%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.55%
New
85
Increased
146
Reduced
119
Closed
21
Calls
$297K
Puts
$274K
Net Calls
+$23K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Shares
Change %
W
251
Wealthquest
Ohio
$396K +$20.6K +437 +5%
CFFP
252
Center for Financial Planning
Michigan
$384K -$70.8K -1,500 -16%
CA
253
Cetera Advisors
Colorado
$380K -$2.88K -61 -0.8%
KM
254
Kalos Management
Georgia
$380K +$380K +7,736 New
GIA
255
GHP Investment Advisors
Colorado
$379K -$139K -2,949 -27%
CA
256
Clearstead Advisors
Ohio
$371K -$35.4K -748 -9%
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$368K -$9.44K -200 -3%
TP
258
Tranquility Partners
Tennessee
$364K
MWM
259
Mission Wealth Management
California
$362K +$9.12K +193 +3%
BRWA
260
B. Riley Wealth Advisors
Florida
$357K -$201K -4,248 -36%
FWIA
261
Fort Washington Investment Advisors
Ohio
$352K
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$352K +$22.4K +474 +7%
Vontobel Holding
263
Vontobel Holding
Switzerland
$352K +$352K +7,450 New
Comerica Bank
264
Comerica Bank
Texas
$351K -$154K -3,157 -31%
BCI
265
Brinker Capital Investments
Pennsylvania
$349K -$64.4K -1,365 -16%
A
266
AdvicePeriod
California
$347K
BDF
267
Balasa Dinverno & Foltz
$347K +$95.4K +2,024 +38%
LIM
268
Leavell Investment Management
Alabama
$345K +$345K +7,310 New
PB
269
Pinnacle Bancorp
Nebraska
$337K -$6.61K -140 -2%
OAM
270
Oppenheimer Asset Management
New York
$333K +$333K +7,063 New
Deutsche Bank
271
Deutsche Bank
Germany
$326K +$21.2K +450 +7%
QC
272
QCM Cayman
Texas
$325K +$325K +6,878 New
SFA
273
Sequoia Financial Advisors
Ohio
$324K
PP
274
Prosperity Planning
Missouri
$318K +$318K +6,731 New
OFA
275
Oak Family Advisors
Illinois
$307K +$307K +6,512 New