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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 %
SEI Investments
251
SEI Investments
Pennsylvania
$83K -$46.7K -851 -36%
ADL
252
Asset Dedication LLC
California
$81K +$13.3K +239 +20%
RE
253
RBC Europe
United Kingdom
$80K – – –
APA
254
American Portfolios Advisors
New York
$78.3K +$78.3K +1,419 New
CG
255
Cutler Group
California
$71K +$71K +1,300 New
ACM
256
Armbruster Capital Management
New York
$68K – – –
TWA
257
TCI Wealth Advisors
Arizona
$66K +$1.6K +29 +2%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$64K +$64K +1,154 New
RPC
259
Rossmore Private Capital
Connecticut
$60.4K +$60.4K +1,095 New
M
260
MOTCO
Texas
$57K – – –
MSA
261
Marino Stram & Associates
Massachusetts
$47K +$47K +843 New
AFNAS
262
American Financial Network Advisory Services
California
$44K – – –
HI
263
Hudock Inc
Pennsylvania
$43K – – –
IBOK
264
Independence Bank of Kentucky
Kentucky
$42K +$42K +768 New
WCM
265
Wealthcare Capital Management
Virginia
$41K – – –
LNB
266
Ledyard National Bank
$41K +$41K +750 New
FHA
267
First Horizon Advisors
Tennessee
$39K +$5.16K +92 +15%
AWMS
268
Advocacy Wealth Management Services
Georgia
$37K – – –
SSB
269
Sandy Spring Bank
Maryland
$36K – – –
AAP
270
Arax Advisory Partners
Colorado
$36K +$496 +9 +1%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$36K +$1.99K +36 +6%
IF
272
Ironwood Financial
Arizona
$33K – – –
First Manhattan
273
First Manhattan
New York
$33K +$13K +237 +65%
AWA
274
Acorn Wealth Advisors
Michigan
$33K +$33K +582 New
EA
275
Edge Advisors
Georgia
$30K – – –
9 10
11
12 13