EFV icon

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 %
IA
276
IFP Advisors
Florida
$90K -$1.02M -27,945 -92%
NFG
277
Next Financial Group
Texas
$89K -$149K -4,167 -63%
BWP
278
Baldwin Wealth Partners
Massachusetts
$86K +$6.21K +173 +8%
CFGS
279
Concourse Financial Group Securities
Alabama
$86K +$7.49K +211 +10%
SMFS
280
Squar Milner Financial Services
California
$84K -$36.2K -1,020 -30%
SFC
281
SYM Financial Corp
Indiana
$64K -$7.17K -200 -10%
SF
282
Synovus Financial
Georgia
$60K +$60K +1,693 New
SC
283
Stralem & Co
New York
$59K +$59K +1,662 New
CAL
284
Capital Analysts LLC
Pennsylvania
$58K -$216K -6,057 -79%
BW
285
Bison Wealth
Georgia
$58K – – –
CIAS
286
Capital Investment Advisory Services
North Carolina
$55K -$142K -3,975 -72%
LB
287
Legacy Bridge
Iowa
$54K -$17.7K -500 -25%
GEA
288
Glen Eagle Advisors
New Jersey
$53.5K -$7.14K -200 -12%
CC
289
Cassaday & Co
Virginia
$52K -$516K -14,382 -91%
MPCG
290
Matrix Private Capital Group
New York
$52K – – –
RE
291
RBC Europe
United Kingdom
$51.8K – – –
LIA
292
LS Investment Advisors
Michigan
$51K – – –
TFGT
293
TS Financial Group (TSFG)
Illinois
$48K +$48K +1,350 New
DOA
294
D'Orazio & Associates
Virginia
$47K – – –
SFG
295
Sowa Financial Group
Rhode Island
$47K – – –
WT
296
Whittier Trust
California
$43K -$430K -12,000 -91%
GSWM
297
Golden State Wealth Management
California
$42K +$42K +1,179 New
WCM
298
Wealthcare Capital Management
Virginia
$41K -$42.3K -1,172 -51%
JFA
299
JNBA Financial Advisors
Minnesota
$40K -$49.6K -1,393 -55%
VCM
300
Versant Capital Management
Arizona
$38K +$34.6K +993 +1,024%
10 11
12
13 14