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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 %
GRP
301
Global Retirement Partners
California
$180K -$23.8K -478 -12%
CTC
302
Central Trust Company
Missouri
$180K +$7.83K +157 +5%
FCA
303
FinTrust Capital Advisors
South Carolina
$175K +$159K +3,179 +975%
SMFS
304
Squar Milner Financial Services
California
$169K +$169K +3,385 New
PAIM
305
Punch & Associates Investment Management
Minnesota
$167K -$304K -6,090 -65%
BWA
306
BDO Wealth Advisors
Florida
$162K -$46.1K -923 -22%
BA
307
Ballast Advisors
Minnesota
$150K +$150K +3,009 New
BAM
308
Belpointe Asset Management
Nevada
$147K +$147K +2,955 New
CYG
309
Clean Yield Group
Vermont
$134K +$134K +2,690 New
BAMG
310
Brand Asset Management Group
Missouri
$133K – – –
FA
311
Faithward Advisors
Pennsylvania
$130K +$130K +2,605 New
ADL
312
Asset Dedication LLC
California
$129K -$921 -19 -0.7%
JFA
313
JNBA Financial Advisors
Minnesota
$126K – – –
FIB
314
First Interstate Bank
Montana
$117K +$7.33K +147 +7%
WCM
315
Wealthcare Capital Management
Virginia
$115K +$1.49K +30 +1%
BWP
316
Baldwin Wealth Partners
Massachusetts
$111K – – –
CFGS
317
Concourse Financial Group Securities
Alabama
$110K +$110K +2,211 New
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$104K +$21.3K +427 +26%
LB
319
Legacy Bridge
Iowa
$101K – – –
SFC
320
SYM Financial Corp
Indiana
$99K +$88.8K +1,780 +868%
SPIA
321
Steward Partners Investment Advisory
New York
$98K +$8.76K +176 +10%
GEA
322
Glen Eagle Advisors
New Jersey
$84.9K +$9.99K +200 +13%
BW
323
Bison Wealth
Georgia
$81K +$81K +1,621 New
MPCG
324
Matrix Private Capital Group
New York
$73K +$73K +1,459 New
RE
325
RBC Europe
United Kingdom
$72.4K – – –
11 12
13
14 15