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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

347 hedge funds and large institutions have $3.48B invested in iShares MSCI EAFE Value ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-34
Holders Change %
-8.92%
% of All Funds
7.67%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.62%
New
38
Increased
129
Reduced
130
Closed
65
Calls
–
Puts
$243K
Net Calls
-$243K
Net Calls Change
-$243K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$68.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$32.5M
3
M&T Bank
M&T Bank
New York
+$30.3M
4
Truist Financial
Truist Financial
North Carolina
+$26.7M
5
Ameriprise
Ameriprise
Minnesota
+$21.7M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$57.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$56.2M
3
TWM
Tanglewood Wealth Management
Texas
-$31.2M
4
FT
Fiduciary Trust
Massachusetts
-$29.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$300K -$153K -4,282 -34%
AWM
227
Avior Wealth Management
Nebraska
$300K +$29K +815 +11%
JPMPWA
228
J.P. Morgan Private Wealth Advisors
California
$297K -$38.7K -1,083 -12%
TFF
229
The Family Firm
Maryland
$297K +$13.6K +380 +5%
FWIA
230
Fort Washington Investment Advisors
Ohio
$289K +$289K +8,088 New
KWM
231
Kingsview Wealth Management
Oregon
$285K -$353K -9,895 -55%
PB
232
Pinnacle Bancorp
Nebraska
$283K -$54.5K -1,527 -16%
SIC
233
Samalin Investment Counsel
New York
$283K +$8.02K +225 +3%
STA
234
Summit Trail Advisors
New York
$282K +$282K +7,894 New
PFS
235
Prospera Financial Services
Texas
$275K -$46.4K -1,300 -14%
TP
236
Tranquility Partners
Tennessee
$275K +$275K +7,702 New
Deutsche Bank
237
Deutsche Bank
Germany
$271K +$231K +6,440 +570%
MWM
238
Mission Wealth Management
California
$269K -$113K -3,167 -30%
FAAS
239
First Allied Advisory Services
California
$269K +$35K +980 +15%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$264K -$17.2K -482 -6%
TL
241
TrueWealth LLC
Georgia
$264K – – –
BWM
242
BCS Wealth Management
Tennessee
$257K -$23.9K -671 -9%
Principal Financial Group
243
Principal Financial Group
Iowa
$257K +$41.6K +1,164 +19%
A
244
AdvicePeriod
California
$256K +$70K +1,963 +38%
DSA
245
Droms Strauss Advisors
Missouri
$256K +$256K +7,154 New
SFA
246
Sequoia Financial Advisors
Ohio
$248K -$92.2K -2,578 -27%
WS
247
Wedbush Securities
California
$245K -$14.4K -403 -6%
PIA
248
Powell Investment Advisors
Florida
$241K +$241K +6,754 New
BPA
249
Beacon Pointe Advisors
California
$240K -$41.2K -1,152 -15%
JIP
250
Jaffetilchin Investment Partners
Florida
$239K -$121K -3,395 -34%
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