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iShares MSCI EAFE Value ETF

322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
7.39%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.71%
New
47
Increased
119
Reduced
97
Closed
27
Calls
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
201
Lido Advisors
California
$403K +$403K +7,401 New
WB
202
WesBanco Bank
West Virginia
$394K
LIM
203
Leavell Investment Management
Alabama
$390K
BRWA
204
B. Riley Wealth Advisors
Florida
$390K +$54.1K +990 +16%
WS
205
Wedbush Securities
California
$368K +$32.7K +600 +10%
MC
206
Middleton & Co
Massachusetts
$357K
MFT
207
Moisand Fitzgerald Tamayo
Florida
$354K -$56.6K -1,037 -14%
AIA
208
Allegis Investment Advisors
Idaho
$349K +$88.6K +1,626 +34%
OMC
209
Old Mission Capital
Illinois
$347K +$347K +6,365 New
SFM
210
Signet Financial Management
New Jersey
$344K +$10.6K +195 +3%
FHB
211
First Hawaiian Bank
Hawaii
$335K
MSR
212
Main Street Research
Connecticut
$322K +$322K +5,908 New
GIM
213
Goelzer Investment Management
Indiana
$318K -$2.7M -49,500 -89%
SWP
214
Stratos Wealth Partners
Ohio
$310K -$60.8K -1,114 -16%
FCH
215
Freestone Capital Holdings
Washington
$300K
KA
216
Kovack Advisors
Florida
$296K -$39.6K -725 -12%
BDF
217
Balasa Dinverno & Foltz
$291K +$41.1K +753 +16%
CWS
218
Cypress Wealth Services
California
$282K +$58.7K +1,074 +26%
TL
219
TrueWealth LLC
Georgia
$270K
WA
220
Wealth Architects
California
$268K +$5.02K +92 +2%
AWM
221
Avior Wealth Management
Nebraska
$255K +$6.44K +118 +3%
GRP
222
Global Retirement Partners
California
$251K +$41.7K +766 +20%
TC
223
Telemus Capital
Michigan
$249K -$30.5K -559 -11%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$245K +$245K +4,487 New
FWM
225
FFT Wealth Management
Pennsylvania
$236K