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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

330 hedge funds and large institutions have $4.59B invested in iShares MSCI EAFE Value ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
26
Increased
128
Reduced
108
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$44.5M
2
SS
Simplicity Solutions
Minnesota
+$28.9M
3
AWM
AE Wealth Management
Kansas
+$25M
4
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
5
Morgan Stanley
Morgan Stanley
New York
+$17.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
BCI
Brinker Capital Investments
Pennsylvania
-$32.1M
3
PAS
Park Avenue Securities
New York
-$17M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.7M
5
SB
Suntrust Banks
Georgia
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$355K +$31.1K +677 +10%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$354K -$146K -3,035 -29%
Fisher Asset Management
228
Fisher Asset Management
Washington
$351K +$351K +7,308 New
NFP
229
Narus Financial Partners
Utah
$344K +$344K +7,153 New
TFF
230
The Family Firm
Maryland
$339K +$3.8K +79 +1%
TCM
231
TD Capital Management
Tennessee
$335K +$7.36K +153 +2%
PWM
232
Paulson Wealth Management
Illinois
$326K -$139K -2,897 -30%
FAAS
233
First Allied Advisory Services
California
$319K -$47.8K -995 -13%
MC
234
Middleton & Co
Massachusetts
$315K – – –
AWM
235
Avior Wealth Management
Nebraska
$310K +$36.1K +752 +13%
CA
236
Clearstead Advisors
Ohio
$304K -$74.6K -1,550 -20%
DMC
237
Drexel Morgan & Co
Pennsylvania
$303K – – –
MFT
238
Moisand Fitzgerald Tamayo
Florida
$303K +$770 +16 +0.3%
FHB
239
First Hawaiian Bank
Hawaii
$295K – – –
IWC
240
Integrated Wealth Concepts
Massachusetts
$295K +$39.3K +817 +15%
EK
241
Evensky & Katz
Florida
$289K +$8.04K +167 +3%
WA
242
Wealth Architects
California
$288K +$11K +229 +4%
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$281K +$31.8K +661 +13%
DHFB
244
Dixon Hubard Feinour & Brown
Virginia
$278K +$6.26K +130 +2%
Principal Financial Group
245
Principal Financial Group
Iowa
$274K -$3.65K -76 -1%
VM
246
VPR Management
Texas
$274K – – –
TL
247
TrueWealth LLC
Georgia
$274K +$193 +4 +0.1%
CG
248
CFO4Life Group
Texas
$266K -$432K -8,983 -62%
Prudential Financial
249
Prudential Financial
New Jersey
$266K +$2.17K +45 +0.8%
BDF
250
Balasa Dinverno & Foltz
$256K +$19K +395 +8%
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