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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

347 hedge funds and large institutions have $4.81B invested in iShares MSCI EAFE Value ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
–
Holders Change %
0%
% of All Funds
7.13%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
45
Increased
111
Reduced
144
Closed
44
Calls
$332K
Puts
$293K
Net Calls
+$39K
Net Calls Change
+$282K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$345M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$160M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.1M
5
AA
Alesco Advisors
New York
+$45M

Top Sellers

1
FT
Fiduciary Trust
Massachusetts
-$102M
2
US Bancorp
US Bancorp
Minnesota
-$66.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$50.6M
5
Bank of America
Bank of America
North Carolina
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
351
Parametric Portfolio Associates
Washington
– -$1.9M -53,092 Closed
GLLW
352
Graves Light Lenhart Wealth
Virginia
– -$1.63M -45,705 Closed
LFS
353
Lutz Financial Services
Nebraska
– -$1.35M -37,911 Closed
SDWMA
354
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$761K -21,335 Closed
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
– -$714K -20,005 Closed
WDL
356
Well Done LLC
Michigan
– -$671K -18,810 Closed
Neuberger Berman Group
357
Neuberger Berman Group
New York
– -$573K -16,046 Closed
AI
358
Accredited Investors
Minnesota
– -$540K -15,136 Closed
BCM
359
BTC Capital Management
Iowa
– -$537K -15,055 Closed
MCM
360
MAI Capital Management
Ohio
– -$488K -13,666 Closed
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
– -$471K -13,189 Closed
PA
362
Parkside Advisors
California
– -$344K -9,651 Closed
VWA
363
V Wealth Advisors
Kansas
– -$333K -9,331 Closed
BAAM
364
Baker Avenue Asset Management
California
– -$330K -9,273 Closed
PA
365
Paracle Advisors
Washington
– -$330K -9,270 Closed
STA
366
Summit Trail Advisors
New York
– -$282K -7,894 Closed
BPA
367
Beacon Pointe Advisors
California
– -$240K -6,704 Closed
JIP
368
Jaffetilchin Investment Partners
Florida
– -$239K -6,702 Closed
LA
369
LexAurum Advisors
Kansas
– -$226K -6,327 Closed
FPS
370
Fieldpoint Private Securities
Connecticut
– -$201K -5,625 Closed
PAIM
371
Punch & Associates Investment Management
Minnesota
– -$119K -3,341 Closed
NFG
372
Next Financial Group
Texas
– -$89K -2,488 Closed
SMFS
373
Squar Milner Financial Services
California
– -$84K -2,365 Closed
SF
374
Synovus Financial
Georgia
– -$60K -1,693 Closed
CAL
375
Capital Analysts LLC
Pennsylvania
– -$58K -1,625 Closed
12 13 14
15
16