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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 %
ZF
76
Zhang Financial
Michigan
$6.27M -$106K -2,197 -2%
Goldman Sachs
77
Goldman Sachs
New York
$6.07M -$455K -9,459 -7%
CWM
78
Cranbrook Wealth Management
Michigan
$5.98M -$280K -5,820 -4%
ICMP
79
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.97M +$177K +3,684 +3%
SCM
80
SCS Capital Management
Massachusetts
$5.94M -$2.76M -57,467 -32%
LFS
81
Lutz Financial Services
Nebraska
$5.87M +$34K +708 +0.6%
SCA
82
STALEY CAPITAL ADVISERS
Pennsylvania
$5.74M – – –
PFBT
83
Parkside Financial Bank & Trust
Missouri
$5.57M +$233K +4,839 +4%
NHC
84
Nicholas Hoffman & Company
Georgia
$5.48M +$49.1K +1,021 +0.9%
HNB
85
Huntington National Bank
Ohio
$5.34M -$5.81M – –
Bank of New York Mellon
86
Bank of New York Mellon
New York
$5.29M -$70.4K -1,464 -1%
6M
87
6 Meridian
Kansas
$4.82M +$93.7K +1,949 +2%
WAM
88
Wakefield Asset Management
Colorado
$4.8M -$870K -18,102 -15%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$4.79M -$1.08M -22,419 -18%
EPM
90
Elm Partners Management
Pennsylvania
$4.76M -$608K -12,642 -11%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$4.68M +$465K +9,670 +11%
Mariner
92
Mariner
Kansas
$4.68M -$783K -16,295 -14%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$4.53M -$286K -5,945 -6%
MFG
94
Magnus Financial Group
New York
$4.49M -$106K -2,201 -2%
MAS
95
Managed Account Services
Florida
$4.47M -$99.1K -2,046 -2%
MGIA
96
Moneta Group Investment Advisors
Missouri
$4.41M +$4.41M +91,679 New
NP
97
NorthRock Partners
Minnesota
$4.13M +$721 +15 +0%
FAT
98
First American Trust
California
$3.9M -$43.2K -898 -1%
Citigroup
99
Citigroup
New York
$3.71M +$4.86K +101 +0.1%
GWMIA
100
Global Wealth Management Investment Advisory
Florida
$3.59M +$266K +5,537 +8%
2 3
4
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