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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 %
1WA
126
180 Wealth Advisors
Washington
$1.63M +$250K +7,153 +18%
ASN
127
Advisory Services Network
Georgia
$1.52M -$50.8K -1,424 -3%
SFSG
128
Stearns Financial Services Group
North Carolina
$1.51M -$499K -13,996 -25%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$1.45M -$20.2K -567 -1%
LFS
130
Lutz Financial Services
Nebraska
$1.35M -$3.12M -87,464 -70%
BCI
131
Brinker Capital Investments
Pennsylvania
$1.33M -$57.9M -1,622,123 -98%
CB
132
Commerce Bank
Missouri
$1.27M -$350K -9,803 -22%
Bessemer Group
133
Bessemer Group
New Jersey
$1.22M – – –
WA
134
Wealth Alliance
New York
$1.21M -$341K -9,553 -22%
CCMG
135
Clark Capital Management Group
Pennsylvania
$1.21M -$726K -20,336 -38%
NCM
136
Neumann Capital Management
California
$1.21M +$241K +6,750 +25%
NSIM
137
North Star Investment Management
Illinois
$1.2M +$137K +3,840 +13%
LWIC
138
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.19M – – –
WA
139
Waverly Advisors
Alabama
$1.18M -$2.23M -62,528 -65%
BMCM
140
Bryn Mawr Capital Management
Pennsylvania
$1.17M +$46.1K +1,290 +4%
MPW
141
MA Private Wealth
California
$1.14M – – –
DI
142
Disciplined Investments
Oklahoma
$1.13M +$625K +17,511 +124%
PWAG
143
Polaris Wealth Advisory Group
California
$1.06M +$309K +8,673 +41%
HFA
144
HC Financial Advisors
California
$1.01M -$17.7K -495 -2%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$1M -$214K -5,957 -18%
UCFA
146
United Capital Financial Advisors
Texas
$991K -$85.6K -2,426 -8%
WA
147
Wambolt & Associates
Colorado
$978K -$62K -1,736 -6%
FFA
148
Fragasso Financial Advisors
Pennsylvania
$968K +$395K +11,079 +69%
DCM
149
Disciplina Capital Management
Tennessee
$955K – – –
ECM
150
ETrade Capital Management
Virginia
$942K +$109K +3,052 +13%
4 5
6
7 8