iShares MSCI EAFE Value ETF
EFV
339 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 132 reducing their positions, and 30 closing their positions.
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
6% more capital invested
Capital invested by funds: $4.49B → $4.76B (+$262M)
1.84% more ownership
Funds ownership: 78.03% → 79.87% (+1.8%)
0% more funds holding
Funds holding: 338 → 339 (+1)
12% less funds holding in top 10
Funds holding in top 10: 33 → 29 (-4)
20% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$273M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$46M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$39.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.9M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$88.2M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$59.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$52.2M |
| 5 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
-$40.5M |
EFV Hedge Fund Activity: Q1 2019 in Review
339 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2019, worth a combined $4.76B — up 5.8% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new EFV positions and 30 closed out — a net gain of 6 holders — while 105 added to existing stakes and 132 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $273M. The largest seller was Ameriprise, cutting an estimated $107M.
- 339 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2019, up from 338 in Q4 2018.
- Funds reported $4.76B of iShares MSCI EAFE Value ETF stock for Q1 2019, up 5.8% quarter-over-quarter.
- 36 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $273M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2019 was Ameriprise, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2019.