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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 %
EWA
126
Exencial Wealth Advisors
Oklahoma
$2.23M -$13.3K -277 -0.6%
UAS
127
United Asset Strategies
New York
$2.19M +$1.41M +29,238 +180%
BUB
128
BBVA USA Bancshares
Texas
$2.16M +$70.7K +1,471 +3%
CCA
129
Checchi Capital Advisers
California
$2.03M +$36.1K +750 +2%
1WA
130
180 Wealth Advisors
Washington
$1.96M +$125K +2,693 +7%
CB
131
Commerce Bank
Missouri
$1.96M -$20.2K -420 -1%
MWP
132
MYCIO Wealth Partners
Pennsylvania
$1.95M -$55.5K -1,155 -3%
ACA
133
Atlas Capital Advisors
Wyoming
$1.93M +$638K +13,280 +49%
Bessemer Group
134
Bessemer Group
New Jersey
$1.91M – – –
HSBC Holdings
135
HSBC Holdings
United Kingdom
$1.9M +$51.5K +1,071 +3%
GIA
136
GHP Investment Advisors
Colorado
$1.84M -$4.81K -100 -0.3%
NWM
137
Northwest Wealth Management
Iowa
$1.81M +$30.1K +627 +2%
UWPG
138
Ullmann Wealth Partners Group
Florida
$1.81M -$468K -9,741 -21%
LNC
139
Lincoln National Corp
Pennsylvania
$1.77M +$222K +4,613 +14%
MPW
140
MA Private Wealth
California
$1.64M -$165K -3,437 -9%
ASN
141
Advisory Services Network
Georgia
$1.62M +$28.2K +587 +2%
SS
142
Sunbelt Securities
Texas
$1.59M -$124K -2,584 -7%
HFA
143
HC Financial Advisors
California
$1.48M -$11.9K -248 -0.8%
BMCM
144
Bryn Mawr Capital Management
Pennsylvania
$1.47M – – –
NSIM
145
North Star Investment Management
Illinois
$1.43M +$1.43M +29,690 New
FTUS
146
Flow Traders U.S.
New York
$1.42M +$1.42M +29,575 New
WA
147
Wambolt & Associates
Colorado
$1.41M +$61.3K +1,275 +5%
EWA
148
EP Wealth Advisors
California
$1.38M -$111K -2,309 -7%
BOS
149
Bingham Osborn & Scarborough
California
$1.37M +$127K +2,647 +10%
William Blair & Company
150
William Blair & Company
Illinois
$1.33M +$88.7K +1,844 +7%
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