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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +155 New
GAM
327
GQ Asset Management
New York
$5K -$4.24K -129 -46%
TCM
328
Tradewinds Capital Management
Washington
$5K – – –
GI
329
Gradient Investments
Minnesota
$5K +$1.09K +29 +28%
GTAM
330
Global Trust Asset Management
Florida
$4K – – –
CHA
331
Carmichael Hill & Associates
Maryland
$4K – – –
FCM
332
Firestone Capital Management
Florida
$4K +$2K +50 +100%
EWM
333
EPG Wealth Management
Georgia
$3K -$22.7K -705 -88%
ME
334
McIlrath & Eck
Washington
$3K – – –
CG
335
Cutler Group
California
$3K – – –
DTIM
336
Danda Trouve Investment Management
Kansas
$3K – – –
CIAS
337
CBIZ Investment Advisory Services
Ohio
$3K -$5K – –
HIA
338
Harbor Investment Advisory
Maryland
$3K +$3K +73 New
FRA
339
Front Row Advisors
California
$3K +$2.74K +85 +1,063%
ACA
340
Aptus Capital Advisors
Alabama
$2K -$33.7K -1,046 -94%
AIC
341
Ameritas Investment Company
Nebraska
$2K -$1.17K -31 -37%
BWL
342
Bogart Wealth LLC
Virginia
$2K – – –
RFM
343
Royal Fund Management
Florida
$2K – – –
CAAS
344
Capital Asset Advisory Services
Michigan
$2K – – –
BMM
345
Berkshire Money Management
Massachusetts
$2K +$2K +54 New
EW
346
Evoke Wealth
California
$2K +$2K +56 New
IBOK
347
Independence Bank of Kentucky
Kentucky
$1K -$10.6K -380 -91%
WIM
348
Westside Investment Management
California
$496 +$496 +13,904 New
TWM
349
Tanglewood Wealth Management
Texas
– -$31.2M -625,788 Closed
AA
350
ALPS Advisors
Colorado
– -$24M -480,884 Closed
12 13
14
15 16