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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 %
PFBT
76
Parkside Financial Bank & Trust
Missouri
$6.03M +$546K +11,524 +10%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6M +$112K +2,368 +2%
LFS
78
Lutz Financial Services
Nebraska
$5.88M +$96.4K +2,034 +2%
ZF
79
Zhang Financial
Michigan
$5.85M -$336K -7,079 -5%
CWM
80
Cranbrook Wealth Management
Michigan
$5.82M -$77.2K -1,629 -1%
CC
81
Cassaday & Co
Virginia
$5.8M +$4.57M +96,464 +373%
Goldman Sachs
82
Goldman Sachs
New York
$5.69M -$289K -6,108 -5%
WAM
83
Wakefield Asset Management
Colorado
$5.66M +$932K +19,669 +20%
SCM
84
SCS Capital Management
Massachusetts
$5.55M -$300K -6,324 -5%
CCFM
85
Clear Creek Financial Management
Washington
$5.54M -$1.46M -29,444 -21%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$5.52M +$309K +6,529 +6%
NC
87
Noked Capital
Israel
$5.4M +$5.4M +114,000 New
NI
88
Noked Israel
Israel
$5.4M +$5.4M +114,000 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$5.32M +$4.71M +99,330 +767%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$5.25M +$640K +13,523 +14%
HNB
91
Huntington National Bank
Ohio
$5.15M -$5.34M – –
NHC
92
Nicholas Hoffman & Company
Georgia
$5.07M -$330K -6,959 -6%
6M
93
6 Meridian
Kansas
$4.94M +$184K +3,883 +4%
MGIA
94
Moneta Group Investment Advisors
Missouri
$4.92M +$579K +12,226 +13%
EWM
95
Empirical Wealth Management
Washington
$4.86M +$1.51M +31,770 +45%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$4.52M +$54.4K +1,148 +1%
Mariner
97
Mariner
Kansas
$4.26M -$353K -7,462 -8%
FAT
98
First American Trust
California
$3.84M +$3.84K +81 +0.1%
GWMIA
99
Global Wealth Management Investment Advisory
Florida
$3.76M +$219K +4,625 +6%
Citigroup
100
Citigroup
New York
$3.72M +$65.3K +1,378 +2%
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4
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