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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

381 hedge funds and large institutions have $4.78B invested in iShares MSCI EAFE Value ETF in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 139 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+50
Holders Change %
+15.11%
% of All Funds
7.52%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.61%
New
76
Increased
139
Reduced
115
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$109M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$60.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.1M
4
SCM
SCS Capital Management
Massachusetts
+$35.1M
5
Bank of America
Bank of America
North Carolina
+$29.7M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$36.8M
2
FT
Fiduciary Trust
Massachusetts
-$12.9M
3
DT
Diversified Trust
Tennessee
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.95M
5
AFA
American Financial Advisors
Georgia
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$541K -$192K -3,917 -26%
MWM
227
Mission Wealth Management
California
$534K – – –
TSS
228
Two Sigma Securities
New York
$525K -$29.8K -597 -5%
NFG
229
NewFocus Financial Group
Washington
$522K – – –
AF
230
Alerus Financial
North Dakota
$520K – – –
LWAC
231
Laurel Wealth Advisors (California)
California
$504K +$1.5K +30 +0.3%
JIP
232
Jaffetilchin Investment Partners
Florida
$504K +$7.69K +154 +2%
CHC
233
City Holding Co
West Virginia
$499K – – –
OPS
234
Orion Portfolio Solutions
Nebraska
$496K +$496K +9,930 New
PAG
235
Private Advisor Group
New Jersey
$483K -$164K -3,284 -25%
IFS
236
Ifrah Financial Services
Arkansas
$481K +$481K +9,633 New
SFA
237
Sequoia Financial Advisors
Ohio
$475K -$14.9K -299 -3%
CFS
238
CRA Financial Services
New Jersey
$475K +$999 +20 +0.2%
PB
239
Pinnacle Bancorp
Nebraska
$472K -$14.3K -286 -3%
EAM
240
Evanson Asset Management
California
$472K +$1.25K +25 +0.3%
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$470K +$60K +1,201 +15%
APP
242
Avantax Planning Partners
Iowa
$468K +$12.6K +253 +3%
PFS
243
Prospera Financial Services
Texas
$450K +$82.1K +1,645 +22%
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444K -$17K -341 -4%
AAM
245
Autus Asset Management
Arizona
$440K -$3.84K -77 -0.9%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$436K +$175K +3,509 +67%
OAM
247
Oppenheimer Asset Management
New York
$433K +$433K +8,679 New
WI
248
WrapManager Inc
California
$425K +$7.98K +160 +2%
UR
249
USCA RIA
Texas
$404K +$28.1K +562 +7%
CA
250
Clearstead Advisors
Ohio
$404K +$174K +3,485 +76%
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