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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 %
LIA
326
LS Investment Advisors
Michigan
$72K – – –
DOA
327
D'Orazio & Associates
Virginia
$66K – – –
SFG
328
Sowa Financial Group
Rhode Island
$66K +$66K +1,314 New
ACA
329
Aptus Capital Advisors
Alabama
$55K -$5.01K -101 -8%
Deutsche Bank
330
Deutsche Bank
Germany
$55K +$18.5K +380 +51%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$51K – – –
BCWM
332
Bartlett & Co Wealth Management
Ohio
$50.9K – – –
TT
333
TI-Trust
Illinois
$45K +$45K +910 New
PA
334
Parallel Advisors
California
$44K -$11.9K -240 -21%
EWM
335
EPG Wealth Management
Georgia
$40K +$40K +798 New
VFA
336
Valeo Financial Advisors
Indiana
$34K -$258K -5,236 -88%
TWA
337
TCI Wealth Advisors
Arizona
$33K -$2.61K -53 -7%
LDFR
338
Lehman & Derafelo Financial Resources
Pennsylvania
$32K – – –
IF
339
Ironwood Financial
Arizona
$30K – – –
RFA
340
Reilly Financial Advisors
California
$30K +$997 +20 +3%
LWM
341
Lenox Wealth Management
Ohio
$30K +$30K +594 New
EP
342
Eudaimonia Partners
Tennessee
$29K +$29K +582 New
MCM
343
McMillion Capital Management
North Carolina
$27K – – –
HWM
344
HighMark Wealth Management
Minnesota
$27K +$27K +542 New
FHA
345
Flagship Harbor Advisors
Massachusetts
$26K -$15.2K -309 -37%
CFD
346
Creative Financial Designs
Indiana
$21K – – –
IBOK
347
Independence Bank of Kentucky
Kentucky
$21K – – –
IFWM
348
Institute for Wealth Management
Colorado
$21K +$21K +412 New
PCG
349
Private Capital Group
Connecticut
$19K +$19K +388 New
GIP
350
Granite Investment Partners
California
$16K +$16K +322 New
12 13
14
15 16