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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 %
Northern Trust
51
Northern Trust
Illinois
$9.21M -$6.54M -183,108 -42%
MA
52
MUFG Americas
New York
$8.78M +$970K +27,181 +12%
CP
53
Covenant Partners
Tennessee
$8.75M -$2.19M -61,335 -20%
CCM
54
Carlson Capital Management
Minnesota
$8.69M +$1.18M +32,753 +16%
WA
55
Wilshire Advisors
California
$8.48M +$1.5M +42,099 +22%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$8.43M +$2.07M +57,944 +32%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$8.17M +$1.08M +30,284 +15%
American Century Companies
58
American Century Companies
Missouri
$8.11M -$8M -224,230 -50%
V
59
Veritable
Delaware
$7.34M -$1.3M -36,439 -15%
WFPG
60
Waller Financial Planning Group
Ohio
$7.13M +$1.17M +32,712 +20%
AA
61
Alesco Advisors
New York
$7.08M +$1.9M +53,262 +37%
IFA
62
Interactive Financial Advisors
Illinois
$6.58M -$678 -19 -0%
LFG
63
Larson Financial Group
Missouri
$6.48M -$64.2K -1,798 -1%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$6.32M +$2.42M +67,800 +62%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$6.25M +$5.38M +150,853 +622%
ICMP
66
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.06M +$1.43M +40,191 +31%
WAM
67
Wakefield Asset Management
Colorado
$5.86M +$1.63M +45,781 +39%
TCM
68
Twin Capital Management
Pennsylvania
$5.72M +$1.08M +30,280 +23%
GT
69
Greenleaf Trust
Michigan
$5.67M -$1.95M -54,551 -26%
Osaic Holdings
70
Osaic Holdings
Arizona
$5.28M +$5.28M +147,623 New
MGIA
71
Moneta Group Investment Advisors
Missouri
$5.19M +$1.47M +41,189 +39%
HNB
72
Huntington National Bank
Ohio
$5.1M -$6.15M – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$4.95M +$654K +18,338 +15%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$4.74M -$339K -9,509 -7%
BDF
75
Balasa Dinverno & Foltz
$4.54M +$4.39M +123,074 +2,948%
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