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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 %
LAS
251
Lloyd Advisory Services
Georgia
$239K +$68.3K +1,915 +40%
CFS
252
CRA Financial Services
New Jersey
$230K -$109K -3,050 -32%
SFM
253
Signet Financial Management
New Jersey
$228K -$4.18K -114 -2%
LA
254
LexAurum Advisors
Kansas
$226K +$226K +6,327 New
IWC
255
Integrated Wealth Concepts
Massachusetts
$223K -$16.1K -450 -7%
Prudential Financial
256
Prudential Financial
New Jersey
$222K +$27.3K +764 +14%
MFT
257
Moisand Fitzgerald Tamayo
Florida
$220K -$748 -21 -0.3%
FHB
258
First Hawaiian Bank
Hawaii
$219K – – –
MC
259
Middleton & Co
Massachusetts
$218K -$8.93K -250 -4%
WB
260
WesBanco Bank
West Virginia
$215K +$3.21K +90 +2%
ABC
261
Associated Banc-Corp
Wisconsin
$206K – – –
VM
262
VPR Management
Texas
$203K – – –
FPS
263
Fieldpoint Private Securities
Connecticut
$201K +$201K +5,625 New
GRP
264
Global Retirement Partners
California
$167K +$37.9K +1,061 +29%
AssetMark Inc
265
AssetMark Inc
California
$162K -$125K -3,488 -43%
CTC
266
Central Trust Company
Missouri
$137K +$8.57K +241 +7%
BWA
267
BDO Wealth Advisors
Florida
$126K +$10.2K +286 +9%
OPS
268
Orion Portfolio Solutions
Nebraska
$123K -$233K -6,495 -65%
PAIM
269
Punch & Associates Investment Management
Minnesota
$119K – – –
AF
270
Allworth Financial
California
$112K -$56.1K -1,577 -33%
TRCT
271
Tower Research Capital (TRC)
New York
$108K +$108K +3,040 New
BA
272
Ballast Advisors
Minnesota
$104K -$3.58K -100 -3%
MHR
273
Matthew Hamilton Rosenberg
$103K +$103K +2,882 New
AW
274
Avion Wealth
Texas
$100K -$183K -5,110 -65%
FA
275
Faithward Advisors
Pennsylvania
$93K – – –
9 10
11
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