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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 %
9WM
301
9258 Wealth Management
Ohio
$246K -$526K -11,145 -68%
WI
302
WrapManager Inc
California
$242K -$896 -19 -0.4%
DMC
303
Drexel Morgan & Co
Pennsylvania
$241K
CAM
304
Crestone Asset Management
Colorado
$237K +$237K +5,026 New
NS
305
Newman & Schimel
Illinois
$236K +$236K +4,990 New
UWPG
306
Ullmann Wealth Partners Group
Florida
$230K -$114K -2,423 -33%
AF
307
Allworth Financial
California
$227K +$2.03K +43 +0.9%
MI
308
Moneywise Inc
Virginia
$227K +$227K +4,800 New
OIA
309
OneDigital Investment Advisors
Kansas
$220K +$220K +4,669 New
MFT
310
Moisand Fitzgerald Tamayo
Florida
$217K -$23.3K -493 -10%
GRP
311
Global Retirement Partners
California
$217K +$5.09K +108 +2%
AIA
312
Angeles Investment Advisors
California
$215K +$215K +4,558 New
ESB
313
Essex Savings Bank
Connecticut
$210K +$210K +4,445 New
MHIC
314
Marble Harbor Investment Counsel
Massachusetts
$208K +$208K +4,407 New
BWA
315
BDO Wealth Advisors
Florida
$196K
PWM
316
Perigon Wealth Management
California
$195K -$175K -3,693 -47%
CTC
317
Central Trust Company
Missouri
$169K
NFG
318
Next Financial Group
Texas
$136K +$8.72K +185 +7%
SFC
319
SYM Financial Corp
Indiana
$134K
AssetMark Inc
320
AssetMark Inc
California
$133K -$944 -20 -0.7%
OIM
321
Oder Investment Management
California
$129K +$129K +2,727 New
IA
322
IFP Advisors
Florida
$120K +$2.07K +44 +2%
FCA
323
FinTrust Capital Advisors
South Carolina
$117K -$3.53K -75 -3%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$117K +$117K +2,481 New
BA
325
Ballast Advisors
Minnesota
$114K +$564 +12 +0.5%