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iShares MSCI EAFE Value ETF

338 hedge funds and large institutions have $4.75B invested in iShares MSCI EAFE Value ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.33%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.63%
New
36
Increased
105
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UAS
176
United Asset Strategies
New York
$796K +$158K +3,233 +25%
PP
177
Palladium Partners
Virginia
$787K +$26.9K +550 +4%
BCM
178
BTC Capital Management
Iowa
$736K
CAN
179
Cetera Advisor Networks
California
$722K -$11K -226 -2%
SC
180
SouthState Corp
Florida
$716K
CG
181
CFO4Life Group
Texas
$709K -$7.16M -146,549 -91%
KeyBank National Association
182
KeyBank National Association
Ohio
$706K
MWM
183
Merriman Wealth Management
Washington
$696K -$321K -6,573 -32%
Brown Advisory
184
Brown Advisory
Maryland
$682K -$79.2K -1,617 -10%
AA
185
Advisory Alpha
Michigan
$674K +$211K +4,348 +45%
SFA
186
Sequoia Financial Advisors
Ohio
$668K -$29.1K -596 -4%
NCM
187
Narwhal Capital Management
Georgia
$658K
WP
188
WealthSource Partners
California
$633K -$226K -4,636 -26%
PP
189
PDS Planning
Ohio
$623K +$623K +12,754 New
SBH
190
Segall Bryant & Hamill
Illinois
$616K +$5.55K +113 +0.9%
DY
191
Dowling & Yahnke
California
$613K -$33.5K -685 -5%
SI
192
Stephens Inc
Arkansas
$605K
RCAG
193
Rehmann Capital Advisory Group
Michigan
$602K +$602K +12,308 New
EAM
194
Evanson Asset Management
California
$601K -$39.4K -807 -6%
CHC
195
City Holding Co
West Virginia
$598K
RCM
196
RNC Capital Management
California
$596K -$347K -7,100 -37%
RIA
197
RPG Investment Advisory
California
$589K +$635 +13 +0.1%
WT
198
Whittier Trust
California
$587K
CA
199
Cetera Advisors
Colorado
$573K +$12.6K +257 +2%
Creative Planning
200
Creative Planning
Kansas
$571K +$39.3K +804 +7%