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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 %
AI
101
Atria Investments
North Carolina
$5.03M -$251K -5,326 -5%
AF
102
Advisornet Financial
Minnesota
$4.95M +$65.4K +1,385 +1%
FT
103
Fiduciary Trust
Massachusetts
$4.9M -$4.82M -102,134 -50%
ACA
104
Atlas Capital Advisors
Wyoming
$4.89M +$209K +4,422 +4%
GP
105
Girard Partners
Pennsylvania
$4.89M +$56.7K +1,202 +1%
CCA
106
Checchi Capital Advisers
California
$4.74M +$535K +11,336 +13%
DC
107
Derby & Company
Massachusetts
$4.49M +$599K +12,689 +15%
Osaic Holdings
108
Osaic Holdings
Arizona
$4.49M -$1.22M -25,753 -21%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$4.41M +$3.9M +82,630 +765%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$4.4M -$774K -16,395 -15%
FAT
111
First American Trust
California
$4.34M -$185K -3,925 -4%
AC
112
Apella Capital
Connecticut
$4.27M +$215K +4,565 +5%
LWM
113
Liberty Wealth Management
California
$4.24M +$4.24M +89,419 New
TAM
114
Tocqueville Asset Management
New York
$4.14M +$4.14M +87,705 New
GWMIA
115
Global Wealth Management Investment Advisory
Florida
$4.05M -$15.5K -328 -0.4%
FEG
116
Fund Evaluation Group
Ohio
$3.66M
GCA
117
Greenwood Capital Associates
South Carolina
$3.53M +$3.07M +65,090 +668%
1WA
118
180 Wealth Advisors
Washington
$3.51M +$163K +3,317 +5%
DCM
119
Disciplina Capital Management
Tennessee
$3.48M +$151K +3,192 +5%
NWM
120
Northwest Wealth Management
Iowa
$3.44M +$258K +5,455 +8%
SIA
121
Stegner Investment Associates
Kentucky
$3.25M -$90.3K -1,912 -3%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$3.25M -$55.6K -1,178 -2%
CWM
123
Cranbrook Wealth Management
Michigan
$3.23M -$85.6K -1,813 -3%
MAS
124
Managed Account Services
Florida
$3.18M +$113K +2,282 +4%
VFA
125
Voya Financial Advisors
Connecticut
$3.18M +$446K +9,367 +16%