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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 %
Mariner
101
Mariner
Kansas
$4.08M -$405K -8,110 -9%
GWMIA
102
Global Wealth Management Investment Advisory
Florida
$4.03M +$71.8K +1,439 +2%
APA
103
American Portfolios Advisors
New York
$3.91M -$4.44K -89 -0.1%
MAS
104
Managed Account Services
Florida
$3.87M +$164K +3,277 +4%
SCA
105
STALEY CAPITAL ADVISERS
Pennsylvania
$3.86M – – –
DBT
106
Dubuque Bank & Trust
Iowa
$3.83M +$3.83M +76,792 New
Citigroup
107
Citigroup
New York
$3.82M -$102K -2,035 -3%
GC
108
Gilbert & Cook
Iowa
$3.68M +$51K +1,021 +1%
GP
109
Girard Partners
Pennsylvania
$3.61M +$107K +2,145 +3%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$3.56M -$3.25M – –
VFA
111
Voya Financial Advisors
Connecticut
$3.55M +$1.11M +22,205 +45%
PSUF
112
People's United Financial
Connecticut
$3.53M +$1.03M +20,662 +41%
GT
113
Glenmede Trust
Pennsylvania
$3.47M -$39.7K -795 -1%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.44M +$196K +3,933 +6%
EWA
115
Exencial Wealth Advisors
Oklahoma
$3.27M +$661K +13,242 +25%
PFP
116
Pinnacle Financial Partners
Tennessee
$3.26M -$115K -2,299 -3%
SI
117
Stephens Inc
Arkansas
$3.22M +$14.1K +283 +0.4%
GWM
118
Geneos Wealth Management
Colorado
$3.07M +$71.7K +1,431 +2%
AA
119
Advisory Alpha
Michigan
$3.07M +$1.05K +21 +0%
AG
120
Advisor Group
Arizona
$3.04M -$465K -9,301 -13%
DMBA
121
Deseret Mutual Benefit Administrators
Utah
$3M +$3M +60,000 New
SCM
122
SOL Capital Management
Maryland
$2.94M +$211K +4,220 +8%
UA
123
Unison Advisors
District of Columbia
$2.92M +$55.4K +1,109 +2%
GCA
124
Greenwood Capital Associates
South Carolina
$2.89M +$2.89M +57,788 New
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$2.82M -$4.08M -92,342 -59%
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5
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