EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

330 hedge funds and large institutions have $4.59B invested in iShares MSCI EAFE Value ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
26
Increased
128
Reduced
108
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$44.5M
2
SS
Simplicity Solutions
Minnesota
+$28.9M
3
AWM
AE Wealth Management
Kansas
+$25M
4
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
5
Morgan Stanley
Morgan Stanley
New York
+$17.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
BCI
Brinker Capital Investments
Pennsylvania
-$32.1M
3
PAS
Park Avenue Securities
New York
-$17M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.7M
5
SB
Suntrust Banks
Georgia
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
326
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
AOWM
327
Alpha Omega Wealth Management
Virginia
$1K – – –
TFA
328
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
WIM
329
Westside Investment Management
California
$879 +$879 +18,298 New
MWM
330
Meridian Wealth Management
Kentucky
$207 +$207 +430 New
PAS
331
Park Avenue Securities
New York
– -$17M -341,935 Closed
Macquarie Group
332
Macquarie Group
Australia
– -$5.96M -122,000 Closed
Nomura Holdings
333
Nomura Holdings
Japan
– -$2.44M -49,232 Closed
RIA
334
RPG Investment Advisory
California
– -$589K -12,060 Closed
JPLA
335
Joseph P. Lucia & Associates
New York
– -$169 -8,477 Closed
PP
336
Paloma Partners
Connecticut
– -$299K -6,127 Closed
OMC
337
Old Mission Capital
Illinois
– -$236K -4,818 Closed
CAM
338
Claret Asset Management
Quebec, Canada
– -$223K -4,567 Closed
GG
339
Gofen & Glossberg
Illinois
– -$210K -4,295 Closed
OPA
340
Old Port Advisors
Maine
– -$205K -4,190 Closed
IP
341
Intellectus Partners
California
– -$124K -2,543 Closed
RFC
342
Regions Financial Corp
Alabama
– -$119K -2,428 Closed
MSA
343
Marino Stram & Associates
Massachusetts
– -$107K -2,196 Closed
SWM
344
SeaCrest Wealth Management
New York
– -$106K -2,174 Closed
AIA
345
Alera Investment Advisors
Illinois
– -$66K -1,344 Closed
WAM
346
Wealthspire Advisors (Maryland)
Maryland
– -$56K -1,154 Closed
CLOS
347
Compagnie Lombard Odier SCmA
Switzerland
– -$52K -1,061 Closed
M
348
MOTCO
Texas
– -$51K -1,035 Closed
WTB
349
Washington Trust Bank
Washington
– -$47K -960 Closed
RBC
350
Roble Belko & Company
Pennsylvania
– -$26K -529 Closed
11 12 13
14
15