iShares MSCI EAFE Value ETF
347 hedge funds and large institutions have $4.81B invested in iShares MSCI EAFE Value ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 112 increasing their positions, 140 reducing their positions, and 30 closing their positions.
97% more call options, than puts
Call options by funds: $521K | Put options by funds: $264K
1.29% more ownership
Funds ownership: 81.21% → 82.51% (+1.3%)
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0% more capital invested
Capital invested by funds: $4.81B → $4.81B (+$620K)
0% less funds holding
Funds holding: 348 → 347 (-1)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
20% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$75.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.3M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$32.5M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.37M |
| 5 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$8.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$50.5M |
| 2 |
RWA
RGT Wealth Advisors
Dallas,
Texas
|
-$38.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$30.8M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$25.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.4M |
EFV Hedge Fund Activity: Q3 2020 in Review
347 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q3 2020, worth a combined $4.81B — up 0.01% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EFV positions and 30 closed out — a net gain of 2 holders — while 112 added to existing stakes and 140 trimmed.
The largest buyer was Jane Street, adding an estimated $75.6M. The largest seller was JP Morgan Chase, cutting an estimated $50.5M.
- 347 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q3 2020, down from 348 in Q2 2020.
- Funds reported $4.81B of iShares MSCI EAFE Value ETF stock for Q3 2020, up 0.01% quarter-over-quarter.
- 32 funds opened new iShares MSCI EAFE Value ETF positions in Q3 2020 and 30 closed out, a net change of +2 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q3 2020 was Jane Street, an estimated $75.6M added.
- The largest iShares MSCI EAFE Value ETF seller in Q3 2020 was JP Morgan Chase, an estimated $50.5M sold.
Based on aggregated 13F filings for Q3 2020.