iShares MSCI EAFE Value ETF
338 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 45 closing their positions.
62% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 45
38% more funds holding in top 10
Funds holding in top 10: 24 → 33 (+9)
29% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 97
8% more funds holding
Funds holding: 312 → 338 (+26)
0.75% more ownership
Funds ownership: 77.27% → 78.03% (+0.75%)
0% less capital invested
Capital invested by funds: $4.49B → $4.49B (-$4.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$85M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$66M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$65.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$146M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$30.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$20.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$17M |
EFV Hedge Fund Activity: Q4 2018 in Review
338 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2018, worth a combined $4.49B — down 0.1% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new EFV positions and 45 closed out — a net gain of 28 holders — while 125 added to existing stakes and 97 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $85M. The largest seller was JP Morgan Chase, cutting an estimated $146M.
- 338 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2018, up from 312 in Q3 2018.
- Funds reported $4.49B of iShares MSCI EAFE Value ETF stock for Q4 2018, down 0.1% quarter-over-quarter.
- 73 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2018 and 45 closed out, a net change of +28 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2018 was Fidelity Investments, an estimated $85M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2018 was JP Morgan Chase, an estimated $146M sold.
Based on aggregated 13F filings for Q4 2018.