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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$36.4K – – –
BC
302
Bartlett & Co
Ohio
$36K +$36K +1,019 New
FCA
303
FinTrust Capital Advisors
South Carolina
$30K -$96.5K -2,674 -76%
VFA
304
Valeo Financial Advisors
Indiana
$26K – – –
TCM
305
TD Capital Management
Tennessee
$22K -$225K -6,438 -91%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$22K -$14.1K -398 -39%
TWA
307
TCI Wealth Advisors
Arizona
$22K -$1.58K -45 -7%
RFA
308
Reilly Financial Advisors
California
$21K – – –
CFB
309
Cullen/Frost Bankers
Texas
$21K +$15.6K +444 +286%
LDFR
310
Lehman & Derafelo Financial Resources
Pennsylvania
$19K -$4.42K -122 -19%
MCM
311
McMillion Capital Management
North Carolina
$19K – – –
FHA
312
Flagship Harbor Advisors
Massachusetts
$19K – – –
SSB
313
Sandy Spring Bank
Maryland
$17K +$17K +468 New
CFD
314
Creative Financial Designs
Indiana
$15K – – –
CAN
315
Claraphi Advisory Network
United States
$13K +$13K +358 New
SPIA
316
Steward Partners Investment Advisory
New York
$11K -$57.1K -1,652 -84%
JCM
317
Jacobi Capital Management
Pennsylvania
$11K – – –
CFO
318
CVA Family Office
Colorado
$11K +$11K +308 New
IWP
319
IAG Wealth Partners
Wisconsin
$10K -$684K -19,144 -99%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
PA
321
Parallel Advisors
California
$9K -$21.2K -622 -70%
SFS
322
Sowell Financial Services
Arkansas
$9K +$1.26K +34 +16%
WCG
323
Weaver Consulting Group
California
$7K – – –
First Manhattan
324
First Manhattan
New York
$6K – – –
IFAM
325
Institutional & Family Asset Management
Colorado
$6K – – –
11 12
13
14 15