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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 %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$597K +$523K +14,642 +702%
RCM
177
RNC Capital Management
California
$578K +$76.7K +2,150 +15%
Franklin Resources
178
Franklin Resources
California
$577K +$146K +4,079 +34%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$573K +$130K +3,629 +29%
Creative Planning
180
Creative Planning
Kansas
$569K +$135K +3,789 +31%
DHFB
181
Dixon Hubard Feinour & Brown
Virginia
$564K +$355K +9,958 +170%
William Blair & Company
182
William Blair & Company
Illinois
$542K -$153K -4,301 -22%
AI
183
Accredited Investors
Minnesota
$540K -$7.26M -203,449 -93%
BCM
184
BTC Capital Management
Iowa
$537K – – –
FAAM
185
First Ascent Asset Management
Colorado
$534K -$2.03K -57 -0.4%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$505K +$505K +14,154 New
CI
187
Conning Inc
Connecticut
$500K – – –
MCM
188
MAI Capital Management
Ohio
$488K – – –
BRWA
189
B. Riley Wealth Advisors
Florida
$481K -$20.9K -585 -4%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$471K -$92.7K -2,596 -16%
EH
191
Equitable Holdings
New York
$468K +$468K +13,109 New
CCFM
192
Clear Creek Financial Management
Washington
$465K -$467K -13,050 -50%
ADL
193
Asset Dedication LLC
California
$464K +$370K +10,412 +391%
MWM
194
Merriman Wealth Management
Washington
$461K -$43.3K -1,213 -9%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$133K +3,729 +43%
SC
196
SouthState Corp
Florida
$444K – – –
GMA
197
Goldstein Munger & Associates
California
$429K – – –
SBH
198
Segall Bryant & Hamill
Illinois
$427K -$3.41K -95 -0.8%
Comerica Bank
199
Comerica Bank
Texas
$418K +$236K +6,526 +129%
PAG
200
Private Advisor Group
New Jersey
$394K +$49.3K +1,381 +14%
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