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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
$1.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$371M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$169M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$237M
5
AA
Alesco Advisors
New York
$52.9M

Top Sellers

1
FT
Fiduciary Trust
Massachusetts
$32.7M
2
US Bancorp
US Bancorp
Minnesota
$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
Bank of America
Bank of America
North Carolina
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$32.7M -$102M -2,552,460 -76%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$30M +$10.1M +253,625 +51%
RC
28
Rinet Company
Massachusetts
$29.8M -$12M -300,523 -29%
Jane Street
29
Jane Street
New York
$29.3M +$29.3M +732,110 New
UBS Group
30
UBS Group
Switzerland
$28.6M -$17M -425,640 -37%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$26.2M -$423K -10,581 -2%
M&T Bank
32
M&T Bank
New York
$26.1M -$7.89M -197,306 -23%
BSW
33
Buckingham Strategic Wealth
Missouri
$25M +$3.93M +98,438 +19%
PSUF
34
People's United Financial
Connecticut
$22.4M -$575K -14,374 -2%
EWA
35
Exencial Wealth Advisors
Oklahoma
$22.2M -$1.63M -40,864 -7%
NP
36
NorthRock Partners
Minnesota
$20.7M -$3.95M -98,905 -16%
PP
37
PrairieView Partners
Minnesota
$20.7M +$3.03M +75,862 +17%
BlackRock
38
BlackRock
New York
$19.7M -$824K -20,623 -4%
EA
39
Efficient Advisors
Ohio
$19.6M -$880K -22,022 -4%
LPL Financial
40
LPL Financial
California
$19.5M -$906K -22,669 -4%
SAS
41
Sage Advisory Services
Texas
$18.2M +$18.2M +456,347 New
American Century Companies
42
American Century Companies
Missouri
$17.3M +$8.24M +206,144 +91%
SP
43
Symmetry Partners
Connecticut
$17.1M +$983K +24,582 +6%
PAS
44
Park Avenue Securities
New York
$16.9M +$16.9M +422,132 New
FWP
45
FAS Wealth Partners
Kansas
$14.8M +$2.58M +64,577 +21%
BF
46
BOK Financial
Oklahoma
$14.3M +$674K +16,873 +5%
IA
47
Independence Advisors
Pennsylvania
$13.6M +$591K +14,793 +5%
EWM
48
Empirical Wealth Management
Washington
$13.5M +$1.38M +34,550 +11%
Goldman Sachs
49
Goldman Sachs
New York
$13.1M -$7.99K -200 -0.1%
PI
50
PFS Investments
Georgia
$12.5M +$12.5M +313,206 New
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