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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 %
DI
151
Disciplined Investments
Oklahoma
$2.03M +$293K +6,202 +17%
RFWA
152
RPg Family Wealth Advisory
Massachusetts
$1.98M +$35.6K +754 +2%
WPWM
153
Windward Private Wealth Management
Kansas
$1.91M +$1.91M +40,398 New
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$1.89M +$1.48M +31,379 +363%
BUB
155
BBVA USA Bancshares
Texas
$1.89M -$149K -3,154 -7%
P
156
Pitcairn
Pennsylvania
$1.88M +$879K +18,615 +88%
AFAS
157
Acorn Financial Advisory Services
Virginia
$1.86M +$813K +17,213 +78%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$1.84M -$13.3K -282 -0.7%
WA
159
Wealth Alliance
New York
$1.79M -$36.1K -764 -2%
CFO
160
Collective Family Office
Pennsylvania
$1.74M +$1.74M +36,794 New
NHC
161
Nicholas Hoffman & Company
Georgia
$1.68M -$225K -4,776 -12%
MGI
162
MayTech Global Investments
New York
$1.65M +$1.65M +35,000 New
GT
163
Glenmede Trust
Pennsylvania
$1.62M -$330K -6,994 -17%
RCM
164
RNC Capital Management
California
$1.61M -$59K -1,250 -4%
SFSG
165
Sound Financial Strategies Group
Mississippi
$1.57M +$1.57M +33,181 New
NCM
166
Neumann Capital Management
California
$1.55M -$193K -4,080 -11%
NSIM
167
North Star Investment Management
Illinois
$1.53M -$23K -487 -1%
KAS
168
Kestra Advisory Services
Texas
$1.38M +$4.81K +101 +0.3%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$1.35M +$310K +6,574 +30%
Financial Engines Advisors
170
Financial Engines Advisors
California
$1.32M -$3.16K -67 -0.2%
IWP
171
Icon Wealth Partners
Texas
$1.31M
DHFB
172
Dixon Hubard Feinour & Brown
Virginia
$1.3M
TC
173
TownSquare Capital
Utah
$1.29M +$223K +4,718 +21%
VFA
174
Valeo Financial Advisors
Indiana
$1.28M +$1.18M +25,062 +1,229%
FG
175
Foster Group
Iowa
$1.28M +$1.28M +26,901 New