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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

311 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.12%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.55%
New
30
Increased
123
Reduced
91
Closed
30
Calls
–
Puts
$493K
Net Calls
-$493K
Net Calls Change
+$208K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M
2
US Bancorp
US Bancorp
Minnesota
+$96.8M
3
FT
Fiduciary Trust
Massachusetts
+$84.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$38M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$48.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
RIG
RiverFront Investment Group
Virginia
-$20.4M
4
Wells Fargo
Wells Fargo
California
-$7.05M
5
HNB
Huntington National Bank
Ohio
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$218K -$5.2K -100 -2%
PCA
227
Personal Capital Advisors
California
$218K +$218K +4,203 New
GRP
228
Global Retirement Partners
California
$216K +$4.01K +77 +2%
WP
229
WealthPLAN Partners
Nebraska
$214K -$934K -19,734 -81%
RJT
230
Raymond James Trust
Florida
$207K -$60.3K -1,159 -23%
FWM
231
FFT Wealth Management
Pennsylvania
$207K – – –
CA
232
Continuum Advisory
Idaho
$207K +$207K +3,985 New
APP
233
Avantax Planning Partners
Iowa
$207K +$207K +3,987 New
OIA
234
OneDigital Investment Advisors
Kansas
$183K – – –
RFC
235
Regions Financial Corp
Alabama
$166K +$34.5K +663 +26%
BAM
236
Belpointe Asset Management
Nevada
$162K +$162K +3,127 New
MWPCG
237
Measured Wealth Private Client Group
New Hampshire
$158K +$158K +3,038 New
IP
238
Intellectus Partners
California
$153K -$14.7K -282 -9%
SMFS
239
Squar Milner Financial Services
California
$139K -$1.92K -37 -1%
BAMG
240
Brand Asset Management Group
Missouri
$138K – – –
RMAM
241
Raab & Moskowitz Asset Management
New Jersey
$129K +$129K +2,500 New
BWP
242
Baldwin Wealth Partners
Massachusetts
$115K – – –
SWM
243
SeaCrest Wealth Management
New York
$113K – – –
FIB
244
First Interstate Bank
Montana
$113K – – –
RCAG
245
Rehmann Capital Advisory Group
Michigan
$103K +$9.97K +192 +11%
ADL
246
Asset Dedication LLC
California
$97K +$5.08K +97 +6%
FHA
247
First Horizon Advisors
Tennessee
$95K – – –
Deutsche Bank
248
Deutsche Bank
Germany
$89K +$30.4K +586 +52%
FPB
249
First PREMIER Bank
South Dakota
$82K – – –
GEA
250
Glen Eagle Advisors
New Jersey
$80.5K -$2.6K -50 -3%
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