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iShares MSCI EAFE Value ETF

337 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
7.52%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.74%
New
73
Increased
124
Reduced
97
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Sunbelt Securities
Texas
$1.61M +$1.61M +35,702 New
BUB
152
BBVA USA Bancshares
Texas
$1.6M +$260K +5,755 +19%
BTS
153
BB&T Securities
Virginia
$1.52M -$1.04M -22,921 -41%
NWM
154
Northwest Wealth Management
Iowa
$1.52M +$44.9K +993 +3%
UCFA
155
United Capital Financial Advisors
Texas
$1.51M +$176K +3,882 +13%
PFA
156
Pathway Financial Advisors
Vermont
$1.51M +$1.08M +23,809 +248%
PFO
157
Pathstone Family Office
New Jersey
$1.42M +$1.42M +31,307 New
BMCM
158
Bryn Mawr Capital Management
Pennsylvania
$1.33M +$918K +20,294 +224%
NCM
159
Neumann Capital Management
California
$1.3M -$384K -8,480 -23%
ASN
160
Advisory Services Network
Georgia
$1.27M -$722K -15,947 -36%
AWA
161
Arete Wealth Advisors
Illinois
$1.26M -$560K -12,392 -31%
WA
162
Wambolt & Associates
Colorado
$1.22M +$1.22M +26,867 New
ACA
163
Atlas Capital Advisors
Wyoming
$1.14M -$207K -4,577 -15%
HCA
164
Harbour Capital Advisors
Virginia
$1.08M +$1.08M +23,843 New
CCM
165
Condor Capital Management
New Jersey
$1.04M +$31.3K +692 +3%
BWA
166
BDO Wealth Advisors
Florida
$1.03M +$1.03M +22,673 New
TC
167
TownSquare Capital
Utah
$1.02M +$1.02M +21,047 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.01M -$707K -15,639 -41%
CA
169
Clearstead Advisors
Ohio
$1M +$1M +22,107 New
William Blair & Company
170
William Blair & Company
Illinois
$988K -$126K -2,785 -11%
MWM
171
Merriman Wealth Management
Washington
$964K -$5.63M -121,617 -85%
ECM
172
ETrade Capital Management
Virginia
$962K +$3.75K +83 +0.4%
BOS
173
Bingham Osborn & Scarborough
California
$960K +$241K +5,325 +33%
CG
174
Colony Group
Massachusetts
$902K -$97.8K -2,164 -10%
GA
175
GFS Advisors
Texas
$902K +$44.5K +984 +5%