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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 %
GIA
151
GHP Investment Advisors
Colorado
$940K -$397K -11,129 -30%
AIA
152
Alera Investment Advisors
Illinois
$940K +$940K +17,103 New
OCM
153
One Capital Management
California
$932K -$327K -9,150 -26%
TC
154
TAP Consulting
Missouri
$921K -$42.8K -1,201 -4%
UWPG
155
Ullmann Wealth Partners Group
Florida
$915K -$80.5K -2,258 -8%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$898K +$125K +3,494 +16%
MAS
157
Madden Advisory Services
Florida
$829K +$829K +23,237 New
TNB
158
TCF National Bank
South Dakota
$826K +$4.86K +136 +0.6%
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$761K -$971K -27,220 -56%
TPCW
160
TD Private Client Wealth
New York
$755K -$81.4K -2,282 -10%
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$714K +$714K +20,005 New
TFA
162
Tobias Financial Advisors
Florida
$692K +$246K +6,892 +55%
TC
163
TownSquare Capital
Utah
$691K -$319K -8,764 -32%
RFWA
164
RPg Family Wealth Advisory
Massachusetts
$690K +$42.4K +1,188 +7%
WDL
165
Well Done LLC
Michigan
$671K -$155K -4,341 -19%
GL
166
Graypoint LLC
New York
$657K +$657K +18,413 New
LNC
167
Lincoln National Corp
Pennsylvania
$656K -$718K -20,112 -52%
SI
168
Stephens Inc
Arkansas
$650K -$1.65M -46,296 -72%
HCA
169
Harbour Capital Advisors
Virginia
$643K -$115K -3,211 -15%
CFFP
170
Center for Financial Planning
Michigan
$641K +$641K +17,969 New
AFAS
171
Acorn Financial Advisory Services
Virginia
$637K – – –
CWM
172
Confluence Wealth Management
Oregon
$633K -$62.3K -1,745 -9%
9WM
173
9258 Wealth Management
Ohio
$604K +$10.9K +297 +2%
GA
174
GFS Advisors
Texas
$602K -$33.4K -937 -5%
KeyBank National Association
175
KeyBank National Association
Ohio
$599K +$83.5K +2,340 +16%
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