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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 %
PAS
351
Park Avenue Securities
New York
– -$17M -341,354 Closed
SAS
352
Sage Advisory Services
Texas
– -$13.2M -264,979 Closed
Susquehanna International Group
353
Susquehanna International Group
Pennsylvania
– -$8.84M -177,114 Closed
PI
354
PFS Investments
Georgia
– -$8.6M -172,212 Closed
Jane Street
355
Jane Street
New York
– -$8.51M -170,383 Closed
SRSA
356
S.R. Schill & Associates
Washington
– -$7.8M -156,261 Closed
FA
357
FDx Advisors
Illinois
– -$7.66M -153,365 Closed
VCM
358
Virtue Capital Management
Tennessee
– -$5.49M -109,908 Closed
AI
359
Atria Investments
North Carolina
– -$4.92M -98,567 Closed
GCA
360
Greenwood Capital Associates
South Carolina
– -$2.89M -57,788 Closed
UAS
361
United Asset Strategies
New York
– -$2.81M -56,361 Closed
FCH
362
Freestone Capital Holdings
Washington
– -$2.64K -52,816 Closed
MFG
363
Magnus Financial Group
New York
– -$2.04M -40,926 Closed
SS
364
Sunbelt Securities
Texas
– -$2.02M -40,508 Closed
CA
365
Cambridge Associates
Massachusetts
– -$1.92M -38,433 Closed
Millennium Management
366
Millennium Management
New York
– -$1.79M -35,814 Closed
MWP
367
MYCIO Wealth Partners
Pennsylvania
– -$1.66M -33,292 Closed
OC
368
Oppenheimer & Co
New York
– -$1.64M -32,788 Closed
CCM
369
Condor Capital Management
New Jersey
– -$1.16M -23,198 Closed
EWA
370
EP Wealth Advisors
California
– -$1.16M -23,180 Closed
Allianz Asset Management
371
Allianz Asset Management
Germany
– -$1.15M -22,960 Closed
PP
372
PDS Planning
Ohio
– -$643K -12,888 Closed
WP
373
WealthSource Partners
California
– -$552K -11,050 Closed
TSS
374
Two Sigma Securities
New York
– -$525K -10,511 Closed
NFG
375
NewFocus Financial Group
Washington
– -$522K -10,460 Closed
13 14
15
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