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iShares MSCI EAFE Value ETF

381 hedge funds and large institutions have $4.78B invested in iShares MSCI EAFE Value ETF in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 139 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+50
Holders Change %
+15.11%
% of All Funds
7.52%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.61%
New
76
Increased
139
Reduced
115
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$1.69M -$744K -14,905 -31%
LWIC
152
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.67M +$1.67M +33,370 New
MWP
153
MYCIO Wealth Partners
Pennsylvania
$1.66M +$50 +1 +0%
OC
154
Oppenheimer & Co
New York
$1.64M +$472K +9,454 +41%
MPW
155
MA Private Wealth
California
$1.6M -$109K -2,177 -6%
BMCM
156
Bryn Mawr Capital Management
Pennsylvania
$1.57M +$42.2K +845 +3%
KFI
157
Key Financial Inc
Pennsylvania
$1.54M +$1.54M +30,763 New
IA
158
IFP Advisors
Florida
$1.53M -$79.4K -1,581 -5%
UCFA
159
United Capital Financial Advisors
Texas
$1.52M +$69.7K +1,395 +5%
BOS
160
Bingham Osborn & Scarborough
California
$1.52M +$799 +16 +0.1%
NSIM
161
North Star Investment Management
Illinois
$1.49M +$4.94K +99 +0.3%
WA
162
Wambolt & Associates
Colorado
$1.46M -$17.2K -344 -1%
HFA
163
HC Financial Advisors
California
$1.43M
CAS
164
Cascadia Advisory Services
Oregon
$1.41M +$1.41M +28,326 New
UWPG
165
Ullmann Wealth Partners Group
Florida
$1.39M -$278K -5,572 -17%
TC
166
TownSquare Capital
Utah
$1.38M -$16.1K -322 -1%
NCM
167
Neumann Capital Management
California
$1.35M +$30K +600 +2%
TC
168
TAP Consulting
Missouri
$1.35M -$121K -2,430 -8%
DCM
169
Disciplina Capital Management
Tennessee
$1.34M +$49.9K +1,000 +4%
CCFM
170
Clear Creek Financial Management
Washington
$1.29M -$4.25M -85,688 -77%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$1.21M +$95.5K +1,912 +9%
TPCW
172
TD Private Client Wealth
New York
$1.17M +$1.17M +23,435 New
ECM
173
ETrade Capital Management
Virginia
$1.17M -$68.3K -1,367 -6%
CCM
174
Condor Capital Management
New Jersey
$1.16M -$23.8K -477 -2%
EWA
175
EP Wealth Advisors
California
$1.16M -$63.9K -1,280 -5%