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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 %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$805K -$183K -3,814 -19%
TSS
177
Two Sigma Securities
New York
$752K +$752K +15,641 New
BCM
178
BTC Capital Management
Iowa
$724K – – –
FFA
179
Fragasso Financial Advisors
Pennsylvania
$707K +$707K +14,717 New
SC
180
SouthState Corp
Florida
$704K – – –
NCM
181
Narwhal Capital Management
Georgia
$695K +$48.1K +1,000 +7%
KeyBank National Association
182
KeyBank National Association
Ohio
$694K – – –
HIM
183
Hanlon Investment Management
New Jersey
$694K +$694K +14,445 New
WP
184
WealthSource Partners
California
$690K +$67.5K +1,405 +11%
CI
185
Conning Inc
Connecticut
$674K +$179K +3,722 +36%
PAG
186
Private Advisor Group
New Jersey
$670K -$324K -6,732 -33%
APP
187
Avantax Planning Partners
Iowa
$668K +$120K +2,488 +22%
CS
188
Credit Suisse
Switzerland
$648K +$648K +13,486 New
Brown Advisory
189
Brown Advisory
Maryland
$647K -$22.9K -476 -3%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$623K -$3.07M -63,866 -83%
MCM
191
MAI Capital Management
Ohio
$620K +$620K +12,887 New
PP
192
PDS Planning
Ohio
$613K – – –
DY
193
Dowling & Yahnke
California
$604K +$577 +12 +0.1%
SBH
194
Segall Bryant & Hamill
Illinois
$600K -$5.6K -116 -0.9%
SI
195
Stephens Inc
Arkansas
$595K – – –
RCM
196
RNC Capital Management
California
$586K – – –
Franklin Resources
197
Franklin Resources
California
$582K +$582K +12,101 New
WT
198
Whittier Trust
California
$577K – – –
CA
199
Cetera Advisors
Colorado
$544K -$13.2K -277 -2%
GLLW
200
Graves Light Lenhart Wealth
Virginia
$529K +$529K +10,997 New
6 7
8
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