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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

305 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
6.93%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.64%
New
65
Increased
124
Reduced
73
Closed
19
Calls
$227K
Puts
$488K
Net Calls
-$261K
Net Calls Change
-$265K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$255M
2
Ameriprise
Ameriprise
Minnesota
$882M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$174M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.3M
5
Bank of America
Bank of America
North Carolina
$210M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
M&T Bank
M&T Bank
New York
$53.8M
3
DT
Diversified Trust
Tennessee
$116M
4
SCA
Stuart Chaussee & Associates
California
$0
5
GI
Glovista Investments
New Jersey
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
226
Yellowstone Partners
Idaho
$249K +$45K +814 +22%
FWM
227
FFT Wealth Management
Pennsylvania
$239K +$3.37K +61 +1%
ATFA
228
All Terrain Financial Advisors
Minnesota
$236K +$236K +4,275 New
CWM
229
Calamos Wealth Management
Illinois
$233K -$19.4K -350 -8%
CWS
230
Cypress Wealth Services
California
$226K +$226K +4,087 New
CIA
231
Choate Investment Advisors
Massachusetts
$217K – – –
GRP
232
Global Retirement Partners
California
$212K +$7.34K +133 +4%
CP
233
Camelot Portfolios
Ohio
$207K – – –
CS
234
Comerica Securities
Michigan
$205K +$205K +3,713 New
WLIM
235
White Lighthouse Investment Management
Massachusetts
$204K +$204K +3,697 New
PWM
236
Paulson Wealth Management
Illinois
$189K +$189K +3,432 New
FAAS
237
First Allied Advisory Services
California
$175K -$1.78M -31,928 -91%
RFC
238
Regions Financial Corp
Alabama
$160K +$160K +2,895 New
AA
239
Advisory Alpha
Michigan
$129K -$55.4K -943 -30%
BWP
240
Baldwin Wealth Partners
Massachusetts
$123K – – –
FIB
241
First Interstate Bank
Montana
$120K – – –
SWM
242
SeaCrest Wealth Management
New York
$120K +$120K +2,167 New
CLOS
243
Compagnie Lombard Odier SCmA
Switzerland
$118K +$118K +2,122 New
RFA
244
Reilly Financial Advisors
California
$103K -$293K -5,304 -74%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$49.9K +872 +94%
EWM
246
Evercore Wealth Management
New York
$100K +$1.66K +30 +2%
GEA
247
Glen Eagle Advisors
New Jersey
$98K – – –
CDIA
248
Capital Directions Investment Advisors
Georgia
$90K – – –
FPB
249
First PREMIER Bank
South Dakota
$87K – – –
TIM
250
Thornburg Investment Management
New Mexico
$84K +$84K +1,526 New
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