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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 %
PWMG
351
Prestige Wealth Management Group
New Jersey
$15K – – –
JCM
352
Jacobi Capital Management
Pennsylvania
$15K +$15K +301 New
GAM
353
GQ Asset Management
New York
$14K +$14K +281 New
BBHC
354
Brown Brothers Harriman & Co
New York
$13K – – –
TA
355
TFG Advisers
Michigan
$13K +$13K +277 New
SFS
356
Sowell Financial Services
Arkansas
$10K -$718 -15 -7%
WCG
357
Weaver Consulting Group
California
$10K – – –
KTC
358
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
RIA
359
Realta Investment Advisors
Delaware
$9K – – –
CFB
360
Cullen/Frost Bankers
Texas
$8K – – –
First Manhattan
361
First Manhattan
New York
$8K – – –
IFAM
362
Institutional & Family Asset Management
Colorado
$8K +$145 +3 +2%
SFSIG
363
San Francisco Sentry Investment Group
California
$7K – – –
TCM
364
Tradewinds Capital Management
Washington
$6K – – –
GTAM
365
Global Trust Asset Management
Florida
$5K -$1.25K -25 -20%
GI
366
Gradient Investments
Minnesota
$5K -$865 -18 -15%
CIAS
367
CBIZ Investment Advisory Services
Ohio
$5K – – –
CHA
368
Carmichael Hill & Associates
Maryland
$5K +$5K +110 New
FHA
369
First Horizon Advisors
Tennessee
$5K +$5K +115 New
ME
370
McIlrath & Eck
Washington
$4K – – –
VCM
371
Versant Capital Management
Arizona
$4K – – –
RFM
372
Royal Fund Management
Florida
$4K – – –
DTIM
373
Danda Trouve Investment Management
Kansas
$4K +$4K +84 New
AIC
374
Ameritas Investment Company
Nebraska
$4K +$4K +84 New
CG
375
Cutler Group
California
$4K +$4K +99 New
13 14
15
16 17