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iShares MSCI EAFE Value ETF

188 hedge funds and large institutions have $1.89B invested in iShares MSCI EAFE Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
21
Increased
69
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
151
Wealth Architects
California
$229K +$598 +13 +0.3%
AI
152
Atria Investments
North Carolina
$216K +$216K +4,683 New
3AM
153
3D Asset Management
Connecticut
$201K +$201K +4,348 New
ZB
154
Zions Bancorporation
Utah
$146K
Creative Planning
155
Creative Planning
Kansas
$133K -$61.4K -1,335 -32%
MWP
156
MYCIO Wealth Partners
Pennsylvania
$123K
AWM
157
Avior Wealth Management
Nebraska
$108K +$21K +454 +24%
BWP
158
Baldwin Wealth Partners
Massachusetts
$103K +$103K +2,223 New
EWM
159
Evercore Wealth Management
New York
$82K -$105K -2,280 -56%
ADL
160
Asset Dedication LLC
California
$80K
CBT
161
Central Bank & Trust
Kentucky
$77K
LM
162
Legg Mason
Maryland
$73K +$73K +1,570 New
DADC
163
D.A. Davidson & Co
Montana
$68K -$1.24M -27,033 -95%
BP
164
Ballentine Partners
Massachusetts
$61K
M
165
MOTCO
Texas
$48K +$48K +1,035 New
Mariner
166
Mariner
Kansas
$41K +$41K +900 New
IF
167
Ironwood Financial
Arizona
$36K
KF
168
Krilogy Financial
Missouri
$32K
SEI Investments
169
SEI Investments
Pennsylvania
$31K +$31K +662 New
CWM
170
Concert Wealth Management
California
$29K +$29K +659 New
MI
171
Montage Investments
Kansas
$25K +$25K +550 New
GBBWRPM
172
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K +$4.91K +107 +27%
GWS
173
Glassman Wealth Services
Virginia
$23K +$23K +502 New
TWA
174
TCI Wealth Advisors
Arizona
$22K -$45.1K -985 -67%
IIC
175
Integrated Investment Consultants
Michigan
$18K