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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 %
NWM
101
Northwest Wealth Management
Iowa
$2.74M +$1.22M +34,197 +80%
AAS
102
Avantax Advisory Services
Texas
$2.63M +$2.2M +61,669 +511%
RJA
103
Raymond James & Associates
Florida
$2.62M -$3.5M -98,108 -57%
PFP
104
Pinnacle Financial Partners
Tennessee
$2.37M +$39.5K +1,106 +2%
DY
105
Dowling & Yahnke
California
$2.36M +$1.86M +52,260 +375%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$2.29M -$3.56M – –
AFA
107
American Financial Advisors
Georgia
$2.27M -$3.65M -99,317 -62%
GWM
108
Geneos Wealth Management
Colorado
$2.24M +$64.5K +1,813 +3%
SCM
109
SOL Capital Management
Maryland
$2.22M +$120K +3,370 +6%
DMBA
110
Deseret Mutual Benefit Administrators
Utah
$2.14M – – –
UA
111
Unison Advisors
District of Columbia
$2.14M +$51.5K +1,443 +2%
BOS
112
Bingham Osborn & Scarborough
California
$2.09M +$1.01M +28,227 +93%
ACA
113
Atlas Capital Advisors
Wyoming
$2.07M +$605K +16,963 +41%
MAS
114
Managed Account Services
Florida
$2.05M -$578K -17,008 -22%
BO
115
BRR OpCo
Ohio
$1.99M -$18.1M -508,018 -90%
AA
116
Advisory Alpha
Michigan
$1.97M -$225K -6,294 -10%
BFPW
117
BOK Financial Private Wealth
Colorado
$1.97M +$1.97M +55,204 New
BUB
118
BBVA USA Bancshares
Texas
$1.97M +$299K +8,387 +18%
RFN
119
RDA Financial Network
Iowa
$1.9M +$155K +4,340 +9%
PPA
120
Parametric Portfolio Associates
Washington
$1.9M +$335K +9,375 +21%
VFA
121
Voya Financial Advisors
Connecticut
$1.87M -$718K -19,821 -28%
AC
122
Apella Capital
Connecticut
$1.78M +$1.78M +49,765 New
Bank of New York Mellon
123
Bank of New York Mellon
New York
$1.76M -$2.49M -69,864 -59%
AF
124
Advisornet Financial
Minnesota
$1.71M +$220K +6,170 +15%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$1.63M +$79.2K +2,219 +5%
3 4
5
6 7