EFV icon

iShares MSCI EAFE Value ETF

346 hedge funds and large institutions have $4.81B invested in iShares MSCI EAFE Value ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.51%
New
32
Increased
112
Reduced
140
Closed
30
Calls
$521K
Puts
$264K
Net Calls
+$257K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
LAS
251
Lloyd Advisory Services
Georgia
$255K -$12.8K -316 -5%
DSA
252
Droms Strauss Advisors
Missouri
$253K -$5.92K -147 -2%
IWM
253
IHT Wealth Management
Illinois
$251K +$251K +7,368 New
FHB
254
First Hawaiian Bank
Hawaii
$247K
KPWG
255
KFA Private Wealth Group
Virginia
$247K +$247K +6,116 New
MC
256
Middleton & Co
Massachusetts
$246K
BWM
257
BCS Wealth Management
Tennessee
$239K -$22.6K -562 -9%
IWC
258
Integrated Wealth Concepts
Massachusetts
$233K -$9.94K -246 -4%
ABC
259
Associated Banc-Corp
Wisconsin
$233K
TCM
260
Tufton Capital Management
Maryland
$233K
VM
261
VPR Management
Texas
$230K
WB
262
WesBanco Bank
West Virginia
$229K -$13.6K -338 -6%
KFI
263
Key Financial Inc
Pennsylvania
$227K
Prudential Financial
264
Prudential Financial
New Jersey
$222K +$17.3K +429 +8%
TWP
265
Total Wealth Planning
Ohio
$218K -$16.3K -404 -7%
UR
266
USCA RIA
Texas
$218K +$218K +5,410 New
CFS
267
CRA Financial Services
New Jersey
$217K
SFM
268
Signet Financial Management
New Jersey
$216K -$13.1K -323 -6%
BDF
269
Balasa Dinverno & Foltz
$215K +$215K +5,336 New
WI
270
WrapManager Inc
California
$208K +$208K +5,150 New
DMC
271
Drexel Morgan & Co
Pennsylvania
$206K
MFT
272
Moisand Fitzgerald Tamayo
Florida
$205K
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K +$202K +4,995 New
AF
274
Allworth Financial
California
$192K
PFS
275
Prospera Financial Services
Texas
$182K -$59.8K -1,481 -25%