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iShares MSCI EAFE Value ETF

158 hedge funds and large institutions have $1.53B invested in iShares MSCI EAFE Value ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 75 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
4.57%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
15
Increased
75
Reduced
40
Closed
10
Calls
$766K
Puts
$524K
Net Calls
+$242K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$231K
MWM
127
Modera Wealth Management
New Jersey
$221K -$28.1K -488 -11%
M&T Bank
128
M&T Bank
New York
$203K +$97.2K +1,682 +92%
MFS
129
MSI Financial Services
Massachusetts
$191K +$23.6K +410 +14%
JA
130
JOYN Advisors
Georgia
$187K -$499K -8,678 -73%
BRWM
131
B. Riley Wealth Management
Tennessee
$173K +$173K +3,002 New
Creative Planning
132
Creative Planning
Kansas
$170K +$11.9K +206 +8%
PO
133
Private Ocean
California
$164K -$35K -610 -18%
NES
134
New England Securities
New York
$129K
MWP
135
MYCIO Wealth Partners
Pennsylvania
$113K
CAL
136
Capital Analysts LLC
Pennsylvania
$92.6K +$28.4K +494 +44%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$86.7K +$13.1K +227 +18%
WA
138
WFG Advisors
Texas
$69K -$579K -10,019 -89%
ST
139
Stifel Trust
Missouri
$58K
PAS
140
Partnervest Advisory Services
California
$58K +$6.88K +119 +13%
AF
141
Arrow Financial
New York
$45K +$45K +775 New
Deutsche Bank
142
Deutsche Bank
Germany
$44K
M
143
MOTCO
Texas
$39K
FBT
144
Founders Bank & Trust
Michigan
$30K
CAL
145
Capital Advisors Ltd
Ohio
$28K
DADC
146
D.A. Davidson & Co
Montana
$26K -$31.9K -563 -55%
BAM
147
Barrett Asset Management
New York
$16K
RIA
148
Regal Investment Advisors
Michigan
$15K
TCM
149
Tradewinds Capital Management
Washington
$7K
FWM
150
Focused Wealth Management
New York
$5K