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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

331 hedge funds and large institutions have $4.16B invested in iShares MSCI EAFE Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.27%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
32
Increased
114
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tanglewood Wealth Management
Texas
+$28.7M
2
PAS
Park Avenue Securities
New York
+$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.4M
4
US Bancorp
US Bancorp
Minnesota
+$14M
5
MOACM
Mutual of America Capital Management
New York
+$7.16M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$110M
3
Jane Street
Jane Street
New York
-$41M
4
Morgan Stanley
Morgan Stanley
New York
-$30.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$24.9M -$2.46M -51,924 -9%
AA
27
ALPS Advisors
Colorado
$22.9M +$621K +13,100 +3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$22.6M -$1.98M -41,843 -8%
LPL Financial
29
LPL Financial
California
$21.4M +$108K +2,272 +0.5%
Northern Trust
30
Northern Trust
Illinois
$21.3M -$546K -11,530 -3%
American Century Companies
31
American Century Companies
Missouri
$20.9M -$7.16M -151,175 -25%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.8M +$1.79M +37,742 +10%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$17.9M -$4.05M -85,397 -18%
PP
34
PrairieView Partners
Minnesota
$17.5M -$106K -2,235 -0.6%
BSW
35
Buckingham Strategic Wealth
Missouri
$17.2M -$131K -2,772 -0.8%
BlackRock
36
BlackRock
New York
$16.8M +$566K +11,958 +3%
BF
37
BOK Financial
Oklahoma
$16.7M -$726K -15,322 -4%
SP
38
Symmetry Partners
Connecticut
$16.4M +$396K +8,359 +2%
PAS
39
Park Avenue Securities
New York
$16.2M +$16.2M +341,973 New
IA
40
Independence Advisors
Pennsylvania
$16.1M +$5.09M +107,507 +46%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$15.3M +$4.48M +94,548 +41%
AFA
42
American Financial Advisors
Georgia
$15M +$5.92K +125 +0%
CP
43
Covenant Partners
Tennessee
$14.1M +$116K +2,443 +0.8%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$12.4M -$176K -3,718 -1%
MML Investors Services
45
MML Investors Services
Massachusetts
$11.7M +$330K +6,976 +3%
BAAM
46
Baker Avenue Asset Management
California
$11.6M -$81.6K -1,723 -0.7%
TA
47
Tiedemann Advisors
New York
$11.4M -$459K -9,697 -4%
RRC
48
Relaxing Retirement Coach
Massachusetts
$11M -$33.9K -715 -0.3%
FWP
49
FAS Wealth Partners
Kansas
$10.8M +$677K +14,291 +7%
PL
50
Plancorp LLC
Missouri
$10.7M +$447K +9,443 +4%
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