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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 %
BOS
151
Bingham Osborn & Scarborough
California
$1.44M +$91.5K +1,932 +7%
NSIM
152
North Star Investment Management
Illinois
$1.41M -$711 -15 -0.1%
TC
153
TownSquare Capital
Utah
$1.4M +$233K +4,660 +20%
WA
154
Wambolt & Associates
Colorado
$1.4M +$8.29K +175 +0.6%
TC
155
TAP Consulting
Missouri
$1.4M +$1.4M +29,450 New
UCFA
156
United Capital Financial Advisors
Texas
$1.38M +$135K +2,843 +11%
HFA
157
HC Financial Advisors
California
$1.36M -$98K -2,068 -7%
NCM
158
Neumann Capital Management
California
$1.25M -$21.8K -460 -2%
DCM
159
Disciplina Capital Management
Tennessee
$1.22M – – –
ECM
160
ETrade Capital Management
Virginia
$1.17M +$114K +2,401 +11%
EWA
161
EP Wealth Advisors
California
$1.16M -$197K -4,161 -15%
CCM
162
Condor Capital Management
New Jersey
$1.12M +$14.1K +297 +1%
TNB
163
TCF National Bank
South Dakota
$1.11M +$1.11M +23,448 New
OC
164
Oppenheimer & Co
New York
$1.11M +$1.11M +23,334 New
GLLW
165
Graves Light Lenhart Wealth
Virginia
$1.08M +$537K +10,969 +100%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$1.06M -$10.7K -225 -1%
HCA
167
Harbour Capital Advisors
Virginia
$1.04M -$2.37K -50 -0.2%
EPM
168
Elm Partners Management
Pennsylvania
$1.02M -$3.67M -77,522 -78%
William Blair & Company
169
William Blair & Company
Illinois
$998K -$317K -6,686 -24%
WDL
170
Well Done LLC
Michigan
$997K -$67K -1,416 -6%
CG
171
Colony Group
Massachusetts
$992K -$30K -633 -3%
QCM
172
Quadrant Capital Management
New Jersey
$954K – – –
PP
173
Palladium Partners
Virginia
$939K +$27.3K +525 +3%
CWM
174
Confluence Wealth Management
Oregon
$923K – – –
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$921K +$82.1K +1,733 +10%
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