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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 %
SI
201
Stephens Inc
Arkansas
$865K +$8.17K +173 +1%
CPIG
202
Chicago Partners Investment Group
Illinois
$854K -$48.5K -993 -5%
AIA
203
Alera Investment Advisors
Illinois
$848K -$26.8K -568 -3%
NB
204
Northwest Bancshares
Pennsylvania
$825K -$51.9K -1,100 -6%
TFA
205
Tobias Financial Advisors
Florida
$813K +$24.7K +524 +3%
ASN
206
Advisory Services Network
Georgia
$808K +$220K +4,660 +37%
KeyBank National Association
207
KeyBank National Association
Ohio
$792K -$12.9K -274 -2%
JPMPWA
208
J.P. Morgan Private Wealth Advisors
California
$763K +$433K +9,167 +131%
ATPW
209
Ashton Thomas Private Wealth
Arizona
$725K +$725K +15,356 New
ADL
210
Asset Dedication LLC
California
$721K +$103K +2,194 +17%
RIM
211
Rockbridge Investment Management
New York
$716K +$283 +6 +0%
GMA
212
Goldstein Munger & Associates
California
$712K
AAS
213
Avantax Advisory Services
Texas
$709K -$556K -11,812 -44%
TC
214
TAP Consulting
Missouri
$707K -$292K -6,197 -29%
RRC
215
Relaxing Retirement Coach
Massachusetts
$694K -$3.53M -74,690 -84%
BCM
216
BTC Capital Management
Iowa
$692K +$692K +14,654 New
CCWA
217
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$690K +$690K +14,628 New
CI
218
Conning Inc
Connecticut
$662K
FLPIM
219
F.L. Putnam Investment Management
Massachusetts
$626K -$112K -2,373 -15%
OCM
220
One Capital Management
California
$608K -$70.8K -1,500 -10%
MPW
221
MA Private Wealth
California
$605K -$626K -13,268 -51%
WS
222
Wedbush Securities
California
$591K +$222K +4,704 +60%
SC
223
SouthState Corp
Florida
$588K
CIBC World Market
224
CIBC World Market
Ontario, Canada
$579K +$70.8K +1,500 +14%
APP
225
Avantax Planning Partners
Iowa
$578K +$115K +2,443 +25%