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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 %
V
51
Veritable
Delaware
$10.5M -$600K -12,659 -5%
AI
52
Accredited Investors
Minnesota
$10.4M -$9.55M -201,538 -48%
GT
53
Greenleaf Trust
Michigan
$10.4M -$380K -8,023 -4%
MA
54
MUFG Americas
New York
$10.1M +$239K +5,055 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$9.95M -$14.1M -297,869 -59%
WA
56
Wilshire Advisors
California
$9.91M +$175K +3,697 +2%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$9.76M -$844K -17,807 -8%
PA
58
Parkside Advisors
California
$9.42M -$2.3M -48,517 -20%
SC
59
Savant Capital
Illinois
$9.27M +$809K +17,070 +10%
CCM
60
Carlson Capital Management
Minnesota
$9.11M +$322K +6,798 +4%
IFA
61
Interactive Financial Advisors
Illinois
$8.56M -$103K -2,169 -1%
LFG
62
Larson Financial Group
Missouri
$8.3M -$401K -8,470 -5%
WFPG
63
Waller Financial Planning Group
Ohio
$8.08M +$513K +10,421 +7%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$8.06M +$1.14M +23,987 +16%
SRSA
65
S.R. Schill & Associates
Washington
$7.77M +$754K +15,916 +11%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$7.4M +$136K +2,878 +2%
AL
67
Aspiriant LLC
California
$7.15M -$253K -5,338 -3%
TSW
68
Thompson Siegel & Walmsley
Virginia
$6.99M +$6.99M +147,600 New
Jane Street
69
Jane Street
New York
$6.81M -$41M -865,115 -86%
TCM
70
Twin Capital Management
Pennsylvania
$6.74M +$207K +4,380 +3%
WA
71
Waverly Advisors
Alabama
$6.64M -$115K -2,419 -2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$6.47M +$59K +1,246 +0.9%
SB
73
Suntrust Banks
Georgia
$6.17M -$27.4K -579 -0.4%
1IA
74
1834 Investment Advisors
Wisconsin
$6.11M -$250K -5,279 -4%
AA
75
Alesco Advisors
New York
$6.09M -$1.04M -21,975 -15%
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