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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
7.39%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.71%
New
47
Increased
119
Reduced
97
Closed
27
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$48K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$162M
2
SRA
Summit Rock Advisors
New York
+$51.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.6M
4
FT
Fiduciary Trust
Massachusetts
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
DT
Diversified Trust
Tennessee
-$32.4M
2
Jane Street
Jane Street
New York
-$18.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.4M
5
RIG
RiverFront Investment Group
Virginia
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$235K -$1.07K -20 -0.5%
SCI
227
S&CO Inc
Massachusetts
$235K +$235K +4,309 New
ATFA
228
All Terrain Financial Advisors
Minnesota
$233K – – –
FNT
229
First National Trust
Pennsylvania
$231K +$231K +4,232 New
LFAS
230
Level Four Advisory Services
Texas
$223K +$223K +4,093 New
FAAS
231
First Allied Advisory Services
California
$216K +$42.2K +765 +24%
PWM
232
Paulson Wealth Management
Illinois
$215K +$27.5K +503 +15%
CIA
233
Choate Investment Advisors
Massachusetts
$212K -$3.06K -56 -1%
CP
234
Camelot Portfolios
Ohio
$205K – – –
OC
235
Oppenheimer & Co
New York
$201K +$201K +3,687 New
MFW
236
Mosaic Family Wealth
Missouri
$199K +$199K +3,639 New
OIA
237
OneDigital Investment Advisors
Kansas
$193K -$519K -9,482 -73%
RFC
238
Regions Financial Corp
Alabama
$158K – – –
APP
239
Avantax Planning Partners
Iowa
$127K +$127K +2,326 New
BWP
240
Baldwin Wealth Partners
Massachusetts
$121K – – –
SWM
241
SeaCrest Wealth Management
New York
$118K – – –
FIB
242
First Interstate Bank
Montana
$118K – – –
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$17.5K +326 +18%
RFA
244
Reilly Financial Advisors
California
$98K -$3.54K -65 -3%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$98K +$98K +1,788 New
GEA
246
Glen Eagle Advisors
New Jersey
$95.5K -$1.36K -25 -1%
CDIA
247
Capital Directions Investment Advisors
Georgia
$89K – – –
SEI Investments
248
SEI Investments
Pennsylvania
$89K +$6.39K +117 +8%
IBOK
249
Independence Bank of Kentucky
Kentucky
$89K +$47.2K +867 +113%
FPB
250
First PREMIER Bank
South Dakota
$86K – – –
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10
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