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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$809M +$13.8M +286,091 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$368M -$199M -4,134,401 -35%
AllianceBernstein
3
AllianceBernstein
Tennessee
$297M +$9.54M +198,543 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$294M – – –
US Bancorp
5
US Bancorp
Minnesota
$240M +$9.84M +204,753 +4%
FT
6
Fiduciary Trust
Massachusetts
$230M +$11.6M +240,365 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$182M +$10.2M +212,493 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$153M -$13.7M -284,425 -8%
Bank of America
9
Bank of America
North Carolina
$115M -$7.75M -161,264 -6%
Wells Fargo
10
Wells Fargo
California
$113M -$6.02M -125,131 -5%
MIS
11
Morningstar Investment Services
Illinois
$99.2M +$2.5M +52,091 +3%
BCI
12
Brinker Capital Investments
Pennsylvania
$86.6M -$32.1M -668,550 -27%
DT
13
Diversified Trust
Tennessee
$82.1M -$344K -7,164 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$74.2M +$17.1M +355,964 +30%
UBS Group
15
UBS Group
Switzerland
$66.6M -$5.06M -105,340 -7%
RC
16
Rinet Company
Massachusetts
$58M +$1.38M +28,769 +2%
Jane Street
17
Jane Street
New York
$48.5M +$44.5M +925,390 +1,108%
SS
18
Simplicity Solutions
Minnesota
$48.3M +$28.9M +601,839 +149%
AWM
19
AE Wealth Management
Kansas
$44.2M +$25M +520,218 +130%
MOACM
20
Mutual of America Capital Management
New York
$43.7M +$2.07M +43,126 +5%
Truist Financial
21
Truist Financial
North Carolina
$39.8M +$264K +5,498 +0.7%
M&T Bank
22
M&T Bank
New York
$39.5M +$590K +12,272 +2%
Ameriprise
23
Ameriprise
Minnesota
$33.2M +$2.27M +47,103 +7%
American Century Companies
24
American Century Companies
Missouri
$28.5M +$13.8M +286,711 +94%
EA
25
Efficient Advisors
Ohio
$27.8M -$332K -6,899 -1%
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