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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

346 hedge funds and large institutions have $4.81B invested in iShares MSCI EAFE Value ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
7%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.51%
New
32
Increased
112
Reduced
140
Closed
30
Calls
$521K
Puts
$264K
Net Calls
+$257K
Net Calls Change
+$218K

Top Buyers

1
Jane Street
Jane Street
New York
+$73.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.1M
3
SCM
SCS Capital Management
Massachusetts
+$31.7M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$8.17M
5
FSWA
Financial Synergies Wealth Advisors
Texas
+$7.98M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$49.4M
2
RWA
RGT Wealth Advisors
Texas
-$38.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$30M
4
FT
Fiduciary Trust
Massachusetts
-$24.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$28.2M -$688K -17,059 -2%
RC
27
Rinet Company
Massachusetts
$27.8M -$2.26M -55,923 -8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$27M -$22.8M -565,646 -46%
DT
29
Diversified Trust
Tennessee
$26.7M -$10.1M -250,585 -27%
BSW
30
Buckingham Strategic Wealth
Missouri
$24.9M -$347K -8,594 -1%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$24.1M -$2.33M -57,679 -9%
M&T Bank
32
M&T Bank
New York
$22.7M -$3.62M -89,595 -14%
EWA
33
Exencial Wealth Advisors
Oklahoma
$22.4M +$17.9K +443 +0.1%
PP
34
PrairieView Partners
Minnesota
$22.2M +$1.32M +32,659 +6%
American Century Companies
35
American Century Companies
Missouri
$21.9M +$4.41M +109,300 +25%
PSUF
36
People's United Financial
Connecticut
$20.9M -$1.71M -42,497 -8%
BlackRock
37
BlackRock
New York
$20.2M +$271K +6,719 +1%
LPL Financial
38
LPL Financial
California
$19.3M -$400K -9,907 -2%
EA
39
Efficient Advisors
Ohio
$19.1M -$710K -17,586 -4%
SP
40
Symmetry Partners
Connecticut
$17.6M +$259K +6,422 +1%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$16.5M +$7.98M +197,827 +94%
NP
42
NorthRock Partners
Minnesota
$16.5M -$4.49M -111,169 -21%
PAS
43
Park Avenue Securities
New York
$16.4M -$658K -16,303 -4%
FWP
44
FAS Wealth Partners
Kansas
$15.7M +$807K +19,994 +5%
EWM
45
Empirical Wealth Management
Washington
$15.3M +$1.66M +41,172 +12%
BFPW
46
BOK Financial Private Wealth
Colorado
$15.1M +$3.8M +94,057 +33%
BF
47
BOK Financial
Oklahoma
$14.4M -$34.2K -847 -0.2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$14.3M +$2.93M +72,514 +26%
IA
49
Independence Advisors
Pennsylvania
$13.6M -$187K -4,646 -1%
Goldman Sachs
50
Goldman Sachs
New York
$13.5M +$281K +6,966 +2%
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