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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 %
DHFB
276
Dixon Hubard Feinour & Brown
Virginia
$292K +$999 +20 +0.3%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$289K – – –
ABC
278
Associated Banc-Corp
Wisconsin
$288K +$288K +5,776 New
VM
279
VPR Management
Texas
$285K – – –
DAS
280
Dynamic Advisor Solutions
Arizona
$282K +$3.84K +77 +1%
CIAS
281
Capital Investment Advisory Services
North Carolina
$276K +$45.9K +917 +20%
Prudential Financial
282
Prudential Financial
New Jersey
$272K -$12.1K -243 -4%
CAG
283
Csenge Advisory Group
Florida
$263K +$263K +5,266 New
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$261K +$40.2K +797 +18%
WTB
285
Washington Trust Bank
Washington
$261K +$261K +5,231 New
A
286
AdvicePeriod
California
$260K – – –
DMC
287
Drexel Morgan & Co
Pennsylvania
$255K – – –
TCM
288
Tufton Capital Management
Maryland
$253K – – –
Comerica Bank
289
Comerica Bank
Texas
$246K -$220K -4,526 -47%
LAS
290
Lloyd Advisory Services
Georgia
$239K +$239K +4,783 New
AF
291
Allworth Financial
California
$236K +$236K +4,727 New
PG
292
Patten Group
Tennessee
$235K +$235K +4,707 New
MWPCG
293
Measured Wealth Private Client Group
New Hampshire
$234K -$33.5K -669 -13%
CNBT
294
Canandaigua National Bank & Trust
New York
$228K -$200 -4 -0.1%
LIM
295
Leavell Investment Management
Alabama
$217K -$12.6K -252 -5%
PWM
296
Paulson Wealth Management
Illinois
$214K -$125K -2,496 -37%
CST
297
Charles Schwab Trust
Nevada
$209K +$209K +4,192 New
BDF
298
Balasa Dinverno & Foltz
$208K -$119K -2,381 -36%
FCI
299
Financial Counselors Inc
Kansas
$202K +$202K +4,048 New
SW
300
SVB Wealth
Massachusetts
$200K +$200K +4,010 New
10 11
12
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