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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$28.7M
2
PAS
Park Avenue Securities
New York
+$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.4M
4
US Bancorp
US Bancorp
Minnesota
+$14M
5
MOACM
Mutual of America Capital Management
New York
+$7.16M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$110M
3
Jane Street
Jane Street
New York
-$41M
4
Morgan Stanley
Morgan Stanley
New York
-$30.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
276
Baldwin Wealth Partners
Massachusetts
$105K – – –
FIB
277
First Interstate Bank
Montana
$104K – – –
LB
278
Legacy Bridge
Iowa
$96K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$84K -$29.3K -625 -26%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$79K +$79K +1,660 New
GEA
281
Glen Eagle Advisors
New Jersey
$71.1K -$2.37K -50 -3%
RE
282
RBC Europe
United Kingdom
$68.7K – – –
LIA
283
LS Investment Advisors
Michigan
$68K – – –
SB
284
Strategic Blueprint
Georgia
$66K +$66K +1,384 New
DOA
285
D'Orazio & Associates
Virginia
$63K – – –
Lazard Asset Management
286
Lazard Asset Management
New York
$58K +$58K +1,245 New
ACA
287
Aptus Capital Advisors
Alabama
$57K +$57K +1,209 New
NCM
288
Next Capital Management
New York
$54K – – –
PA
289
Parallel Advisors
California
$53K -$8.94K -190 -14%
GSWM
290
Golden State Wealth Management
California
$53K +$5.58K +117 +12%
BCWM
291
Bartlett & Co Wealth Management
Ohio
$48.3K – – –
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$48K -$8.25K -175 -15%
BC
293
Bartlett & Co
Ohio
$48K – – –
FHA
294
Flagship Harbor Advisors
Massachusetts
$39K – – –
Deutsche Bank
295
Deutsche Bank
Germany
$35K – – –
TWA
296
TCI Wealth Advisors
Arizona
$34K +$1.41K +30 +4%
LDFR
297
Lehman & Derafelo Financial Resources
Pennsylvania
$31K -$5.13K -107 -14%
IF
298
Ironwood Financial
Arizona
$29K – – –
RFA
299
Reilly Financial Advisors
California
$28K +$1.44K +30 +5%
MCM
300
McMillion Capital Management
North Carolina
$26K – – –
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12
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