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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 %
VFA
101
Voya Financial Advisors
Connecticut
$3.18M +$1.12M +27,930 +54%
FEG
102
Fund Evaluation Group
Ohio
$3.1M +$3.1M +77,482 New
PFBT
103
Parkside Financial Bank & Trust
Missouri
$3.08M -$2.22M -55,617 -42%
GC
104
Gilbert & Cook
Iowa
$3.05M -$396K -9,914 -11%
MML Investors Services
105
MML Investors Services
Massachusetts
$3.05M -$1.18M -29,559 -28%
DY
106
Dowling & Yahnke
California
$3.03M +$388K +9,706 +15%
NWM
107
Northwest Wealth Management
Iowa
$3.03M -$40.2K -1,005 -1%
CWM
108
Cranbrook Wealth Management
Michigan
$2.86M -$1.85M -46,260 -39%
Citigroup
109
Citigroup
New York
$2.84M -$640K -16,000 -18%
DCM
110
Disciplina Capital Management
Tennessee
$2.74M +$1.68M +41,907 +157%
AC
111
Apella Capital
Connecticut
$2.73M +$739K +18,493 +37%
GT
112
Greenleaf Trust
Michigan
$2.73M -$3.63M -90,773 -57%
CCMG
113
Clark Capital Management Group
Pennsylvania
$2.69M +$1.34M +33,500 +99%
GWM
114
Geneos Wealth Management
Colorado
$2.63M +$134K +3,397 +5%
PFP
115
Pinnacle Financial Partners
Tennessee
$2.6M -$55.9K -1,399 -2%
1WA
116
180 Wealth Advisors
Washington
$2.59M +$657K +15,812 +34%
SCM
117
SOL Capital Management
Maryland
$2.54M +$51.2K +1,280 +2%
MAS
118
Managed Account Services
Florida
$2.54M +$51.5K +1,253 +2%
AA
119
Advisory Alpha
Michigan
$2.47M +$114K +2,665 +5%
AFA
120
American Financial Advisors
Georgia
$2.43M -$112K -2,714 -4%
DMBA
121
Deseret Mutual Benefit Administrators
Utah
$2.4M – – –
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$2.29M -$2.29M – –
Bank of New York Mellon
123
Bank of New York Mellon
New York
$2.27M +$298K +7,456 +15%
RFN
124
RDA Financial Network
Iowa
$2.15M +$22.1K +554 +1%
BOS
125
Bingham Osborn & Scarborough
California
$2.14M -$207K -5,180 -9%
3 4
5
6 7