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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 %
IFS
376
Ifrah Financial Services
Arkansas
– -$481K -9,633 Closed
OAM
377
Oppenheimer Asset Management
New York
– -$433K -8,679 Closed
WI
378
WrapManager Inc
California
– -$425K -8,518 Closed
UR
379
USCA RIA
Texas
– -$404K -8,085 Closed
IAA
380
Independent Advisor Alliance
North Carolina
– -$298K -5,967 Closed
DAS
381
Dynamic Advisor Solutions
Arizona
– -$282K -5,652 Closed
CAG
382
Csenge Advisory Group
Florida
– -$263K -5,266 Closed
WTB
383
Washington Trust Bank
Washington
– -$261K -5,231 Closed
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
– -$261K -5,173 Closed
DMC
385
Drexel Morgan & Co
Pennsylvania
– -$255K -5,110 Closed
TCM
386
Tufton Capital Management
Maryland
– -$253K -5,082 Closed
PG
387
Patten Group
Tennessee
– -$235K -4,707 Closed
MWPCG
388
Measured Wealth Private Client Group
New Hampshire
– -$234K -4,678 Closed
CNBT
389
Canandaigua National Bank & Trust
New York
– -$228K -4,570 Closed
LIM
390
Leavell Investment Management
Alabama
– -$217K -4,355 Closed
PWM
391
Paulson Wealth Management
Illinois
– -$214K -4,280 Closed
CST
392
Charles Schwab Trust
Nevada
– -$209K -4,192 Closed
FCI
393
Financial Counselors Inc
Kansas
– -$202K -4,048 Closed
SW
394
SVB Wealth
Massachusetts
– -$200K -4,010 Closed
BAM
395
Belpointe Asset Management
Nevada
– -$147K -2,955 Closed
CYG
396
Clean Yield Group
Vermont
– -$134K -2,690 Closed
BAMG
397
Brand Asset Management Group
Missouri
– -$133K -2,667 Closed
FIB
398
First Interstate Bank
Montana
– -$117K -2,347 Closed
IF
399
Ironwood Financial
Arizona
– -$30K -606 Closed
LWM
400
Lenox Wealth Management
Ohio
– -$30K -594 Closed
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16
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