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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 %
MWM
176
Merriman Wealth Management
Washington
$1.24M -$86.6K -1,834 -7%
Bessemer Group
177
Bessemer Group
New Jersey
$1.22M +$55.9K +1,184 +5%
SWA
178
SOA Wealth Advisors
New York
$1.21M +$1.21M +24,551 New
WIA
179
World Investment Advisors
California
$1.2M +$727K +14,666 +152%
WA
180
Waverly Advisors
Alabama
$1.2M -$85.4K -1,731 -7%
CA
181
CGN Advisors
Kansas
$1.2M +$1.2M +25,472 New
Creative Planning
182
Creative Planning
Kansas
$1.2M +$411K +8,707 +52%
SWM
183
Soundmark Wealth Management
Washington
$1.18M +$1.18M +24,981 New
1IA
184
1834 Investment Advisors
Wisconsin
$1.14M -$1.94K -41 -0.2%
Fiera Capital (Canada)
185
Fiera Capital (Canada)
Quebec, Canada
$1.13M +$422K +8,950 +60%
Allianz Asset Management
186
Allianz Asset Management
Germany
$1.12M +$173K +3,660 +18%
IFS
187
Ifrah Financial Services
Arkansas
$1.07M +$1.07M +22,746 New
SFA
188
Source Financial Advisors
New York
$1.02M +$1.02M +21,632 New
GM
189
GeoWealth Management
Illinois
$1.01M +$1.01M +21,455 New
Cerity Partners
190
Cerity Partners
New York
$994K +$994K +21,062 New
WA
191
Wambolt & Associates
Colorado
$991K -$120K -2,551 -11%
EH
192
Equitable Holdings
New York
$984K +$15.2K +323 +2%
LNC
193
Lincoln National Corp
Pennsylvania
$955K +$302K +6,402 +46%
TNB
194
TCF National Bank
South Dakota
$949K -$23.7K -503 -2%
BMCM
195
Bryn Mawr Capital Management
Pennsylvania
$914K +$2.5K +53 +0.3%
UCFA
196
United Capital Financial Advisors
Texas
$907K -$67.7K -1,434 -7%
William Blair & Company
197
William Blair & Company
Illinois
$903K +$167K +3,546 +23%
BO
198
BRR OpCo
Ohio
$897K +$19.1K +404 +2%
GA
199
GFS Advisors
Texas
$879K -$2.74K -58 -0.3%
GL
200
Graypoint LLC
New York
$869K