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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

330 hedge funds and large institutions have $4.59B invested in iShares MSCI EAFE Value ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-8
Holders Change %
-2.37%
% of All Funds
7.18%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
26
Increased
128
Reduced
108
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$44.5M
2
SS
Simplicity Solutions
Minnesota
+$28.9M
3
AWM
AE Wealth Management
Kansas
+$25M
4
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
5
Morgan Stanley
Morgan Stanley
New York
+$17.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
2
BCI
Brinker Capital Investments
Pennsylvania
-$32.1M
3
PAS
Park Avenue Securities
New York
-$17M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$13.7M
5
SB
Suntrust Banks
Georgia
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
Independence Advisors
Pennsylvania
$11.1M +$149K +3,101 +1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$11M +$278K +5,776 +3%
GT
53
Greenleaf Trust
Michigan
$10.9M -$143K -2,970 -1%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$10.8M +$306K +6,360 +3%
PL
55
Plancorp LLC
Missouri
$10.4M – – –
FWP
56
FAS Wealth Partners
Kansas
$10.3M +$507K +10,548 +5%
MA
57
MUFG Americas
New York
$10M -$118K -2,458 -1%
WA
58
Wilshire Advisors
California
$9.88M +$3.03M +63,102 +44%
CCM
59
Carlson Capital Management
Minnesota
$8.92M +$281K +5,848 +3%
LFG
60
Larson Financial Group
Missouri
$8.83M +$88.6K +1,843 +1%
IFA
61
Interactive Financial Advisors
Illinois
$8.79M +$178K +3,695 +2%
SC
62
Savant Capital
Illinois
$8.59M +$830K +17,256 +11%
LMIM
63
Lockheed Martin Investment Management
Maryland
$7.61M -$1.06M -22,000 -12%
AL
64
Aspiriant LLC
California
$7.53M -$1.3M -26,965 -15%
WFPG
65
Waller Financial Planning Group
Ohio
$7.39M +$405K +8,417 +6%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$7.37M -$48.6K -1,010 -0.7%
AA
67
Alesco Advisors
New York
$7.23M -$206K -4,281 -3%
SRSA
68
S.R. Schill & Associates
Washington
$7.12M -$1.3M -27,085 -15%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$7.03M -$364K -7,579 -5%
WA
70
Waverly Advisors
Alabama
$6.85M -$90.1K -1,874 -1%
CCFM
71
Clear Creek Financial Management
Washington
$6.79M +$6.79M +141,188 New
TCM
72
Twin Capital Management
Pennsylvania
$6.63M +$1.9M +39,470 +40%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$6.5M +$6.15M +128,008 +1,756%
1IA
74
1834 Investment Advisors
Wisconsin
$6.46M -$467K -9,715 -7%
SB
75
Suntrust Banks
Georgia
$6.29M -$11M -229,353 -64%
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