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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 %
OMC
201
Old Mission Capital
Illinois
$392K +$392K +10,991 New
AWA
202
Arete Wealth Advisors
Illinois
$387K -$109K -3,067 -22%
Brown Advisory
203
Brown Advisory
Maryland
$387K -$21.9K -614 -5%
EPM
204
Elm Partners Management
Pennsylvania
$375K -$393K -11,011 -51%
AF
205
Alerus Financial
North Dakota
$371K – – –
PP
206
Palladium Partners
Virginia
$369K -$164K -4,600 -31%
IA
207
IFG Advisory
Georgia
$362K -$25.9K -725 -7%
LWAC
208
Laurel Wealth Advisors (California)
California
$360K – – –
CHC
209
City Holding Co
West Virginia
$357K – – –
PA
210
Parkside Advisors
California
$344K -$4.66M -130,601 -93%
APP
211
Avantax Planning Partners
Iowa
$335K +$250 +7 +0.1%
VWA
212
V Wealth Advisors
Kansas
$333K +$333K +9,331 New
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$331K +$101K +2,819 +44%
BAAM
214
Baker Avenue Asset Management
California
$330K -$8.25M -231,712 -96%
PA
215
Paracle Advisors
Washington
$330K +$330K +9,270 New
WA
216
Wealth Architects
California
$328K +$116K +3,247 +55%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$327K +$120K +3,375 +58%
EAM
218
Evanson Asset Management
California
$326K -$11.5K -323 -3%
KFI
219
Key Financial Inc
Pennsylvania
$321K -$792K -21,888 -71%
CAN
220
Cetera Advisor Networks
California
$319K -$371K -10,397 -54%
CA
221
Cetera Advisors
Colorado
$319K -$76.5K -2,140 -19%
PWM
222
Perigon Wealth Management
California
$315K +$315K +8,485 New
AAM
223
Autus Asset Management
Arizona
$309K -$5.82K -163 -2%
CG
224
Colony Group
Massachusetts
$303K -$421K -11,813 -58%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301K -$16.4K -460 -5%
7 8
9
10 11