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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 %
NCM
151
Neumann Capital Management
California
$1.29M -$24.8K -515 -2%
AssetMark Inc
152
AssetMark Inc
California
$1.27M -$2.35M -48,923 -65%
UCFA
153
United Capital Financial Advisors
Texas
$1.26M -$26.1K -543 -2%
CC
154
Cassaday & Co
Virginia
$1.25M -$73.3K -1,524 -6%
DCM
155
Disciplina Capital Management
Tennessee
$1.24M -$63.7K -1,325 -5%
IFWM
156
Institute for Wealth Management
Colorado
$1.21M -$21.7K -451 -2%
CB
157
Chemical Bank
Michigan
$1.13M +$46K +956 +4%
CCM
158
Condor Capital Management
New Jersey
$1.12M +$24.6K +511 +2%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$1.09M -$22.7K -472 -2%
WDL
160
Well Done LLC
Michigan
$1.08M -$2.43M -50,601 -69%
Stifel Financial
161
Stifel Financial
Missouri
$1.08M -$2.1M -43,689 -66%
TC
162
TownSquare Capital
Utah
$1.07M -$168K -3,666 -14%
ECM
163
ETrade Capital Management
Virginia
$1.07M +$11.5K +239 +1%
HCA
164
Harbour Capital Advisors
Virginia
$1.06M -$14.4K -300 -1%
CG
165
Colony Group
Massachusetts
$1.04M +$122K +2,530 +13%
QCM
166
Quadrant Capital Management
New Jersey
$968K – – –
CWM
167
Confluence Wealth Management
Oregon
$936K – – –
HighTower Advisors
168
HighTower Advisors
Illinois
$921K -$2.85M -59,167 -76%
CAN
169
Cetera Advisor Networks
California
$915K +$204K +4,245 +29%
GA
170
GFS Advisors
Texas
$902K -$34K -706 -4%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$851K +$34.2K +711 +4%
AWA
172
Arete Wealth Advisors
Illinois
$844K -$56.3K -1,171 -6%
PP
173
Palladium Partners
Virginia
$844K +$69.7K +1,450 +9%
UR
174
USCA RIA
Texas
$821K -$113K -2,341 -12%
KWM
175
Kingsview Wealth Management
Oregon
$819K +$2.02K +42 +0.2%
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