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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 %
UAS
126
United Asset Strategies
New York
$2.81M +$355K +7,115 +14%
SFSG
127
Stearns Financial Services Group
North Carolina
$2.81M -$117K -2,342 -4%
CCMG
128
Clark Capital Management Group
Pennsylvania
$2.7M +$2.7M +54,142 New
SDWMA
129
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.42M – – –
RFN
130
RDA Financial Network
Iowa
$2.38M +$20.7K +426 +0.9%
BUB
131
BBVA USA Bancshares
Texas
$2.33M -$1.9K -38 -0.1%
CB
132
Commerce Bank
Missouri
$2.27M +$208K +4,172 +10%
ASN
133
Advisory Services Network
Georgia
$2.19M +$510K +10,205 +30%
PPA
134
Parametric Portfolio Associates
Washington
$2.18M -$398K -7,971 -15%
WA
135
Wealth Alliance
New York
$2.18M +$2.18M +43,554 New
GLLW
136
Graves Light Lenhart Wealth
Virginia
$2.17M +$1.07M +21,520 +98%
NWM
137
Northwest Wealth Management
Iowa
$2.13M +$406K +8,142 +24%
AF
138
Advisornet Financial
Minnesota
$2.09M +$30.8K +617 +1%
ACA
139
Atlas Capital Advisors
Wyoming
$2.05M -$46.3K -928 -2%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$2.05M +$100K +2,011 +5%
MFG
141
Magnus Financial Group
New York
$2.04M -$323K -6,467 -14%
SS
142
Sunbelt Securities
Texas
$2.02M +$200K +4,011 +11%
CCA
143
Checchi Capital Advisers
California
$2.01M -$34K -681 -2%
1WA
144
180 Wealth Advisors
Washington
$1.96M -$159K -3,189 -7%
LNC
145
Lincoln National Corp
Pennsylvania
$1.92M +$32.9K +658 +2%
CA
146
Cambridge Associates
Massachusetts
$1.92M +$1.92M +38,433 New
GIA
147
GHP Investment Advisors
Colorado
$1.87M -$9.24K -185 -0.5%
Millennium Management
148
Millennium Management
New York
$1.79M -$432K -8,662 -19%
OCM
149
One Capital Management
California
$1.76M -$532K -10,655 -23%
Bessemer Group
150
Bessemer Group
New Jersey
$1.7M – – –
4 5
6
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