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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 %
PP
76
PrairieView Partners
Minnesota
$8.54M -$17.4M -369,403 -67%
Citigroup
77
Citigroup
New York
$8.53M +$83.1K +1,760 +1%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$8.02M +$313K +6,641 +4%
V
79
Veritable
Delaware
$8.01M +$881K +18,672 +12%
FA
80
FDx Advisors
Illinois
$7.97M +$3.64M +77,087 +84%
SL
81
SWMG LLC
Texas
$7.91M +$7.91M +166,727 New
MGIA
82
Moneta Group Investment Advisors
Missouri
$7.74M +$362K +7,679 +5%
SFG
83
StrategIQ Financial Group
Indiana
$7.27M +$505K +10,703 +7%
Principal Financial Group
84
Principal Financial Group
Iowa
$7.14M -$961K -20,361 -12%
SCA
85
STALEY CAPITAL ADVISERS
Pennsylvania
$7.13M
CSPAM
86
Cary Street Partners Asset Management
Virginia
$7.1M +$7.1M +168,796 New
ICMP
87
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.92M -$40.3K -854 -0.6%
WFPG
88
Waller Financial Planning Group
Ohio
$6.76M -$303K -6,415 -4%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$6.56M -$5.4M
SWM
90
Southern Wealth Management
Texas
$6.4M +$1.66M +35,069 +35%
CC
91
Cassaday & Co
Virginia
$6.07M -$308K -6,522 -5%
GWM
92
Geneos Wealth Management
Colorado
$5.96M +$4.85M +299,408 +439%
CWP
93
Corepath Wealth Partners
Arizona
$5.81M +$5.81M +122,467 New
WA
94
Wilshire Advisors
California
$5.75M -$4.01M -85,008 -41%
Mariner
95
Mariner
Kansas
$5.66M +$1.12M +23,820 +25%
6M
96
6 Meridian
Kansas
$5.53M +$43K +912 +0.8%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$5.25M -$11.5M -243,295 -69%
ZF
98
Zhang Financial
Michigan
$5.16M -$144K -3,032 -3%
PWA
99
Physician Wealth Advisors
Utah
$5.07M +$5.07M +102,111 New
T
100
TRUADVICE
Florida
$5.06M +$5.06M +106,288 New