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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$4.53M +$3.94M +110,601 +672%
6M
77
6 Meridian
Kansas
$4.45M +$572K +16,022 +15%
ZF
78
Zhang Financial
Michigan
$4.42M +$14K +391 +0.3%
CWM
79
Cranbrook Wealth Management
Michigan
$4.21M -$124K -3,468 -3%
RRC
80
Relaxing Retirement Coach
Massachusetts
$4.2M -$4.14M -115,994 -50%
FAT
81
First American Trust
California
$4.03M +$240K +6,719 +6%
MML Investors Services
82
MML Investors Services
Massachusetts
$3.78M -$2.12M -59,424 -36%
Financial Engines Advisors
83
Financial Engines Advisors
California
$3.71M +$3.09M +86,693 +503%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.69M +$278K +7,796 +8%
APA
85
American Portfolios Advisors
New York
$3.52M +$724K +20,288 +26%
Stifel Financial
86
Stifel Financial
Missouri
$3.5M -$934K -26,143 -21%
GT
87
Glenmede Trust
Pennsylvania
$3.47M – – –
CA
88
Clearstead Advisors
Ohio
$3.42M +$3.13M +87,628 +1,082%
NHC
89
Nicholas Hoffman & Company
Georgia
$3.39M -$349K -9,768 -9%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$3.21M +$806K +23,096 +34%
Citigroup
91
Citigroup
New York
$3.1M +$373K +10,459 +14%
GC
92
Gilbert & Cook
Iowa
$3.08M +$453K +12,687 +17%
CCA
93
Checchi Capital Advisers
California
$3.06M +$1.62M +45,480 +113%
Mariner
94
Mariner
Kansas
$2.97M +$55.9K +1,567 +2%
DBT
95
Dubuque Bank & Trust
Iowa
$2.93M +$191K +5,362 +7%
SFG
96
StrategIQ Financial Group
Indiana
$2.9M +$2.21M +61,802 +318%
GWMIA
97
Global Wealth Management Investment Advisory
Florida
$2.9M +$16.7K +469 +0.6%
1IA
98
1834 Investment Advisors
Wisconsin
$2.87M -$276K -7,732 -9%
GP
99
Girard Partners
Pennsylvania
$2.79M +$211K +5,917 +8%
SCA
100
STALEY CAPITAL ADVISERS
Pennsylvania
$2.76M – – –
2 3
4
5 6