EFV icon

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
$951M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$60.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57M
4
SCM
SCS Capital Management
Massachusetts
$40.9M
5
Bank of America
Bank of America
North Carolina
$153M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
FT
Fiduciary Trust
Massachusetts
$210M
3
DT
Diversified Trust
Tennessee
$69.8M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
AFA
American Financial Advisors
Georgia
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
26
BRR OpCo
Ohio
$28.1M -$76.1K -1,525 -0.3%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$26.7M -$1.2M -23,953 -4%
EA
28
Efficient Advisors
Ohio
$25.1M -$1.12M -22,523 -4%
AA
29
ALPS Advisors
Colorado
$24M -$169K -3,380 -0.7%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$23.3M +$4.48M +89,683 +24%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$23.3M -$529K -10,593 -2%
LPL Financial
32
LPL Financial
California
$22.7M +$219K +4,391 +1%
American Century Companies
33
American Century Companies
Missouri
$22.5M +$473K +9,477 +2%
NP
34
NorthRock Partners
Minnesota
$22.5M +$19.6M +393,385 +681%
SWM
35
Southern Wealth Management
Texas
$22.1M +$22.1M +442,837 New
Northern Trust
36
Northern Trust
Illinois
$22M -$427K -8,547 -2%
PP
37
PrairieView Partners
Minnesota
$20.7M +$2.27M +45,428 +12%
BlackRock
38
BlackRock
New York
$18.4M +$648K +12,970 +4%
BSW
39
Buckingham Strategic Wealth
Missouri
$18.1M -$12.8K -256 -0.1%
IA
40
Independence Advisors
Pennsylvania
$17.4M +$432K +8,643 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$1.17M +23,413 +7%
BF
42
BOK Financial
Oklahoma
$17.1M -$539K -10,793 -3%
PAS
43
Park Avenue Securities
New York
$17M -$30.9K -619 -0.2%
SP
44
Symmetry Partners
Connecticut
$16.4M -$805 -17 -0%
Goldman Sachs
45
Goldman Sachs
New York
$15.6M +$9.58M +191,966 +160%
CP
46
Covenant Partners
Tennessee
$15.3M +$472K +9,454 +3%
SAS
47
Sage Advisory Services
Texas
$13.2M +$13.2M +264,979 New
HAFS
48
Hapanowicz & Associates Financial Services
Pennsylvania
$13M -$87.3K -1,750 -0.7%
V
49
Veritable
Delaware
$12.1M +$1.07M +21,338 +10%
BAAM
50
Baker Avenue Asset Management
California
$12M -$207K -4,142 -2%
1
2
3 4 5