iShares MSCI EAFE Value ETF
349 hedge funds and large institutions have $4.81B invested in iShares MSCI EAFE Value ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 144 reducing their positions, and 44 closing their positions.
38% more capital invested
Capital invested by funds: $3.48B → $4.81B (+$1.33B)
13% more call options, than puts
Call options by funds: $332K | Put options by funds: $293K
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
0.92% more ownership
Funds ownership: 80.29% → 81.22% (+0.92%)
0% more funds holding
Funds holding: 349 → 349 (0)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
22% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$452M |
| 2 |
JP Morgan Chase
New York
|
+$330M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$153M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.3M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$97.4M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$63.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$56.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$50.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.1M |
EFV Hedge Fund Activity: Q2 2020 in Review
349 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q2 2020, worth a combined $4.81B — up 38% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EFV positions and 44 closed out — a net gain of 1 holder — while 112 added to existing stakes and 144 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $452M. The largest seller was Fiduciary Trust, cutting an estimated $97.4M.
- 349 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $4.81B of iShares MSCI EAFE Value ETF stock for Q2 2020, up 38% quarter-over-quarter.
- 45 funds opened new iShares MSCI EAFE Value ETF positions in Q2 2020 and 44 closed out, a net change of +1 holder.
- The largest iShares MSCI EAFE Value ETF buyer in Q2 2020 was Jones Financial Companies, an estimated $452M added.
- The largest iShares MSCI EAFE Value ETF seller in Q2 2020 was Fiduciary Trust, an estimated $97.4M sold.
Based on aggregated 13F filings for Q2 2020.