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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 %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$23.5M +$11.1M +312,241 +90%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$22.7M +$6.1M +170,875 +37%
NP
28
NorthRock Partners
Minnesota
$22M +$5.95M +166,592 +37%
EWA
29
Exencial Wealth Advisors
Oklahoma
$21.2M +$18.9M +529,843 +809%
SWM
30
Southern Wealth Management
Texas
$21.2M +$5.42M +151,949 +34%
SC
31
Savant Capital
Illinois
$20.6M +$13M +364,561 +172%
PSUF
32
People's United Financial
Connecticut
$20.5M +$18M +504,760 +714%
BSW
33
Buckingham Strategic Wealth
Missouri
$18.8M +$5.84M +163,602 +45%
BlackRock
34
BlackRock
New York
$18.4M +$5.25M +147,099 +40%
EA
35
Efficient Advisors
Ohio
$18.3M +$354K +9,911 +2%
LPL Financial
36
LPL Financial
California
$18.3M +$2M +56,126 +12%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$17.7M +$1.02M +28,471 +6%
PP
38
PrairieView Partners
Minnesota
$15.8M +$961K +26,937 +6%
AL
39
Aspiriant LLC
California
$15.6M +$9.87M +276,487 +171%
SP
40
Symmetry Partners
Connecticut
$14.4M +$2.04M +57,215 +16%
BF
41
BOK Financial
Oklahoma
$12.2M -$39.5K -1,106 -0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11.8M -$29M -811,287 -71%
Goldman Sachs
43
Goldman Sachs
New York
$11.7M +$555K +15,561 +5%
IA
44
Independence Advisors
Pennsylvania
$11.6M -$770K -21,569 -6%
TA
45
Tiedemann Advisors
New York
$11.6M +$3.22M +90,133 +38%
HAFS
46
Hapanowicz & Associates Financial Services
Pennsylvania
$11.3M +$2.08M +58,389 +22%
FWP
47
FAS Wealth Partners
Kansas
$10.9M +$2.74M +76,680 +34%
EWM
48
Empirical Wealth Management
Washington
$10.8M +$6.27M +175,813 +138%
HWM
49
HighMark Wealth Management
Minnesota
$10.1M +$10.1M +282,629 +52,146%
PL
50
Plancorp LLC
Missouri
$9.7M +$1.57M +43,967 +19%
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