EFV icon

iShares MSCI EAFE Value ETF

331 hedge funds and large institutions have $4.16B invested in iShares MSCI EAFE Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.27%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
32
Increased
114
Reduced
128
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
226
J.P. Morgan Private Wealth Advisors
California
$389K +$39.9K +842 +11%
WIA
227
World Investment Advisors
California
$386K +$20.5K +433 +6%
BTS
228
BB&T Securities
Virginia
$368K -$116K -2,461 -24%
FAAS
229
First Allied Advisory Services
California
$358K +$43.1K +907 +14%
UR
230
USCA RIA
Texas
$356K -$452K -9,546 -56%
AWM
231
Avior Wealth Management
Nebraska
$352K +$46.7K +986 +15%
PFS
232
Prospera Financial Services
Texas
$349K +$349K +7,367 New
TFF
233
The Family Firm
Maryland
$334K
NFP
234
Narus Financial Partners
Utah
$332K -$7.11K -150 -2%
TCM
235
TD Capital Management
Tennessee
$330K
PWM
236
Paulson Wealth Management
Illinois
$321K +$95 +2 +0%
IWC
237
Integrated Wealth Concepts
Massachusetts
$321K +$30.3K +639 +10%
NFG
238
Next Financial Group
Texas
$316K -$72.7K -1,537 -19%
SFM
239
Signet Financial Management
New Jersey
$316K -$57.2K -1,147 -15%
BDF
240
Balasa Dinverno & Foltz
$311K +$58.5K +1,234 +23%
MC
241
Middleton & Co
Massachusetts
$301K -$9.48K -200 -3%
MFT
242
Moisand Fitzgerald Tamayo
Florida
$298K
FHB
243
First Hawaiian Bank
Hawaii
$290K
Principal Financial Group
244
Principal Financial Group
Iowa
$287K +$16.9K +356 +6%
EK
245
Evensky & Katz
Florida
$284K +$47 +1 +0%
VFA
246
Valeo Financial Advisors
Indiana
$281K +$239K +5,045 +573%
DHFB
247
Dixon Hubard Feinour & Brown
Virginia
$276K +$2.37K +50 +0.9%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$274K -$208K -4,400 -43%
WA
249
Wealth Architects
California
$273K -$11.5K -242 -4%
VM
250
VPR Management
Texas
$270K