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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$547K +$99.1K +2,091 +22%
TSS
202
Two Sigma Securities
New York
$526K -$215K -4,533 -29%
FFA
203
Fragasso Financial Advisors
Pennsylvania
$522K -$175K -3,695 -25%
Creative Planning
204
Creative Planning
Kansas
$514K +$118K +2,497 +30%
MWM
205
Mission Wealth Management
California
$507K +$507K +10,700 New
NFG
206
NewFocus Financial Group
Washington
$495K – – –
AF
207
Alerus Financial
North Dakota
$493K – – –
RWA
208
Ropes Wealth Advisors
Massachusetts
$483K +$9.47K +200 +2%
LWAC
209
Laurel Wealth Advisors (California)
California
$477K +$10.3K +217 +2%
CHC
210
City Holding Co
West Virginia
$474K -$11.3K -239 -2%
JIP
211
Jaffetilchin Investment Partners
Florida
$471K -$36.8K -777 -7%
Comerica Bank
212
Comerica Bank
Texas
$471K +$86.5K +1,759 +22%
SFA
213
Sequoia Financial Advisors
Ohio
$465K – – –
PB
214
Pinnacle Bancorp
Nebraska
$461K +$14.7K +310 +3%
AssetMark Inc
215
AssetMark Inc
California
$450K -$798K -16,856 -64%
CFS
216
CRA Financial Services
New Jersey
$449K – – –
PAIM
217
Punch & Associates Investment Management
Minnesota
$447K +$447K +9,431 New
EAM
218
Evanson Asset Management
California
$446K -$38.3K -810 -8%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K -$30.5K -643 -7%
APP
220
Avantax Planning Partners
Iowa
$432K -$225K -4,749 -34%
AAM
221
Autus Asset Management
Arizona
$421K -$2.37K -50 -0.6%
AW
222
Avion Wealth
Texas
$408K +$408K +8,616 New
BPA
223
Beacon Pointe Advisors
California
$403K -$64.5K -1,367 -14%
WI
224
WrapManager Inc
California
$396K -$23.3K -491 -6%
TL
225
TrueWealth LLC
Georgia
$395K +$126K +2,656 +47%
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