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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 %
BWL
376
Bogart Wealth LLC
Virginia
$3K -$5.94K -105 -66%
S
377
SignatureFD
Georgia
$3K – – –
CAAS
378
Capital Asset Advisory Services
Michigan
$3K +$3K +51 New
FCH
379
Freestone Capital Holdings
Washington
$2.64K +$2.64K +52,816 New
HWM
380
Howard Wealth Management
Connecticut
$2K +$2K +48 New
FCM
381
Firestone Capital Management
Florida
$2K +$2K +50 New
HF
382
Halpern Financial
Virginia
$1.85K +$1.85K +37 New
M&T Bank
383
M&T Bank
New York
– -$36.8M -777,653 Closed
Citadel Advisors
384
Citadel Advisors
Florida
– -$9.95M -210,133 Closed
TSW
385
Thompson Siegel & Walmsley
Virginia
– -$6.99M -147,600 Closed
NI
386
Noked Israel
Israel
– -$5.4M -114,000 Closed
NC
387
Noked Capital
Israel
– -$5.4M -114,000 Closed
RWA
388
Ropes Wealth Advisors
Massachusetts
– -$483K -10,200 Closed
EK
389
Evensky & Katz
Florida
– -$284K -6,002 Closed
BJL
390
Brighton Jones LLC
Washington
– -$240K -5,067 Closed
CS
391
Credit Suisse
Switzerland
– -$205K -4,319 Closed
ARG
392
Advisory Resource Group
Oklahoma
– -$203K -4,290 Closed
SB
393
Strategic Blueprint
Georgia
– -$66K -1,384 Closed
Lazard Asset Management
394
Lazard Asset Management
New York
– -$58K -1,245 Closed
NCM
395
Next Capital Management
New York
– -$54K -1,137 Closed
GSWM
396
Golden State Wealth Management
California
– -$53K -1,111 Closed
QCIG
397
Quad-Cities Investment Group
Iowa
– -$17K -368 Closed
FGAM
398
Financial Gravity Asset Management
Texas
– -$17K -360 Closed
RP
399
Rice Partnership
Hawaii
– -$15K -324 Closed
UBS AM
400
UBS AM
Illinois
– -$8.67K -183 Closed
13 14 15
16
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