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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
+$109M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$60.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.1M
4
SCM
SCS Capital Management
Massachusetts
+$35.1M
5
Bank of America
Bank of America
North Carolina
+$29.7M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$36.8M
2
FT
Fiduciary Trust
Massachusetts
-$12.9M
3
DT
Diversified Trust
Tennessee
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.95M
5
AFA
American Financial Advisors
Georgia
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
201
First Ascent Asset Management
Colorado
$750K +$750K +15,023 New
PP
202
Palladium Partners
Virginia
$746K -$157K -3,147 -17%
KeyBank National Association
203
KeyBank National Association
Ohio
$721K – – –
DI
204
Disciplined Investments
Oklahoma
$707K +$707K +14,163 New
MWM
205
Merriman Wealth Management
Washington
$706K -$53.4K -1,069 -7%
BRWA
206
B. Riley Wealth Advisors
Florida
$703K +$126K +2,523 +22%
RCM
207
RNC Capital Management
California
$702K +$92.4K +1,850 +15%
CI
208
Conning Inc
Connecticut
$700K – – –
AWA
209
Arete Wealth Advisors
Illinois
$695K -$88.5K -1,772 -11%
DY
210
Dowling & Yahnke
California
$695K +$37.3K +747 +6%
MCM
211
MAI Capital Management
Ohio
$682K +$11.2K +225 +2%
WT
212
Whittier Trust
California
$659K +$59.9K +1,200 +10%
PP
213
PDS Planning
Ohio
$643K – – –
WIA
214
World Investment Advisors
California
$633K +$226K +4,531 +56%
TFA
215
Tobias Financial Advisors
Florida
$624K +$624K +12,505 New
SC
216
SouthState Corp
Florida
$622K -$98.3K -1,968 -14%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$620K +$620K +12,417 New
Creative Planning
218
Creative Planning
Kansas
$607K +$65.3K +1,308 +12%
Franklin Resources
219
Franklin Resources
California
$604K -$350 -7 -0.1%
AAS
220
Avantax Advisory Services
Texas
$603K +$603K +12,062 New
GMA
221
Goldstein Munger & Associates
California
$601K +$5.74K +115 +1%
SBH
222
Segall Bryant & Hamill
Illinois
$596K -$9.75K -196 -2%
Brown Advisory
223
Brown Advisory
Maryland
$572K -$70K -1,401 -11%
WP
224
WealthSource Partners
California
$552K -$122K -2,449 -18%
IA
225
IFG Advisory
Georgia
$542K -$47.4K -950 -8%
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9
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