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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 %
WDL
176
Well Done LLC
Michigan
$1.16M +$105K +2,094 +10%
TNB
177
TCF National Bank
South Dakota
$1.15M -$22.3K -446 -2%
Allianz Asset Management
178
Allianz Asset Management
Germany
$1.15M +$920K +18,440 +408%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$110K +2,211 +11%
HCA
180
Harbour Capital Advisors
Virginia
$1.06M -$35.2K -705 -3%
PWAG
181
Polaris Wealth Advisory Group
California
$1.05M +$402K +8,044 +62%
EPM
182
Elm Partners Management
Pennsylvania
$1.02M -$1.75K -37 -0.2%
CG
183
Colony Group
Massachusetts
$1.01M -$31.7K -635 -3%
QCM
184
Quadrant Capital Management
New Jersey
$1.01M – – –
William Blair & Company
185
William Blair & Company
Illinois
$974K -$77.9K -1,560 -7%
CWM
186
Confluence Wealth Management
Oregon
$973K – – –
SFG
187
StrategIQ Financial Group
Indiana
$971K +$971K +19,457 New
IWP
188
IAG Wealth Partners
Wisconsin
$970K +$970K +19,424 New
CAN
189
Cetera Advisor Networks
California
$965K +$23.3K +468 +2%
RFWA
190
RPg Family Wealth Advisory
Massachusetts
$906K +$906K +18,147 New
KWM
191
Kingsview Wealth Management
Oregon
$893K +$20.9K +418 +2%
AFAS
192
Acorn Financial Advisory Services
Virginia
$893K +$893K +17,889 New
GA
193
GFS Advisors
Texas
$889K -$42.6K -854 -5%
Financial Engines Advisors
194
Financial Engines Advisors
California
$861K +$861K +17,251 New
HighTower Advisors
195
HighTower Advisors
Illinois
$822K -$4.24K -85 -0.5%
9WM
196
9258 Wealth Management
Ohio
$806K +$806K +16,145 New
FFA
197
Fragasso Financial Advisors
Pennsylvania
$802K +$251K +5,033 +46%
CC
198
Cassaday & Co
Virginia
$790K -$5.32M -106,528 -87%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$788K -$35.6K -714 -4%
BCM
200
BTC Capital Management
Iowa
$752K – – –
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8
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