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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

261 hedge funds and large institutions have $4.3B invested in iShares MSCI EAFE Value ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.52%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
28
Increased
101
Reduced
76
Closed
20
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$845M
2
Wells Fargo
2
Wells Fargo
California
$159M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$149M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$152M
5
M&T Bank
5
M&T Bank
New York
$76.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
DCM
4
Dupont Capital Management
Delaware
$0
5
GI
5
Glovista Investments
New Jersey
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Hudock Inc
Pennsylvania
$43K – – –
WCM
227
Wealthcare Capital Management
Virginia
$40K – – –
AWMS
228
Advocacy Wealth Management Services
Georgia
$37K – – –
SSB
229
Sandy Spring Bank
Maryland
$36K – – –
AAP
230
Arax Advisory Partners
Colorado
$35K – – –
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$34K +$1.72K +31 +5%
IF
232
Ironwood Financial
Arizona
$33K – – –
FHA
233
First Horizon Advisors
Tennessee
$32K – – –
CC
234
Cassaday & Co
Virginia
$31K +$31K +576 New
EA
235
Edge Advisors
Georgia
$30K – – –
PG
236
Patten Group
Tennessee
$30K +$273 +5 +0.9%
ST
237
Smithfield Trust
Pennsylvania
$29K – – –
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$25K – – –
KF
239
Krilogy Financial
Missouri
$24K – – –
CPIG
240
Chicago Partners Investment Group
Illinois
$22K -$39.9K -725 -64%
IIC
241
Integrated Investment Consultants
Michigan
$21K -$663 -12 -3%
KPCM
242
Kings Point Capital Management
New York
$21K – – –
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$19.1K – – –
First Manhattan
244
First Manhattan
New York
$19K +$19K +363 New
WIM
245
Westside Investment Management
California
$16.3K – – –
BFEC
246
Benjamin F. Edwards & Company
Missouri
$14K – – –
OIA
247
OneDigital Investment Advisors
Kansas
$13K – – –
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
SQA
249
Simon Quick Advisors
New Jersey
$9K +$9K +163 New
NIC
250
Northwest Investment Counselors
Oregon
$9K +$9K +168 New
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10
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