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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 %
AssetMark Inc
251
AssetMark Inc
California
$401K -$73.8K -1,476 -16%
TFF
252
The Family Firm
Maryland
$397K +$44.5K +891 +13%
AW
253
Avion Wealth
Texas
$394K -$35.7K -716 -8%
BWM
254
BCS Wealth Management
Tennessee
$393K +$393K +7,879 New
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$392K +$392K +7,870 New
BPA
256
Beacon Pointe Advisors
California
$391K -$33.8K -680 -8%
SIC
257
Samalin Investment Counsel
New York
$385K +$385K +7,714 New
CAL
258
Capital Analysts LLC
Pennsylvania
$384K +$254K +5,082 +195%
AWM
259
Avior Wealth Management
Nebraska
$380K +$8.78K +176 +2%
NFP
260
Narus Financial Partners
Utah
$378K +$28.1K +563 +8%
TL
261
TrueWealth LLC
Georgia
$369K -$47.3K -949 -11%
WS
262
Wedbush Securities
California
$363K +$363K +7,278 New
TCM
263
TD Capital Management
Tennessee
$353K +$5.1K +102 +1%
IWC
264
Integrated Wealth Concepts
Massachusetts
$334K -$3.89K -78 -1%
NFG
265
Next Financial Group
Texas
$332K -$1.1K -22 -0.3%
FAAS
266
First Allied Advisory Services
California
$327K -$48.8K -980 -13%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$322K +$87.9K +1,761 +38%
MC
268
Middleton & Co
Massachusetts
$317K – – –
SFM
269
Signet Financial Management
New Jersey
$317K +$250 +5 +0.1%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$309K -$5.09K -102 -2%
FHB
271
First Hawaiian Bank
Hawaii
$306K – – –
Principal Financial Group
272
Principal Financial Group
Iowa
$301K -$1.15K -23 -0.4%
IAA
273
Independent Advisor Alliance
North Carolina
$298K +$298K +5,967 New
WA
274
Wealth Architects
California
$297K +$9.87K +198 +3%
WB
275
WesBanco Bank
West Virginia
$296K +$296K +5,930 New
9 10
11
12 13