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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 %
LNB
276
Ledyard National Bank
$29K -$10.2K -195 -26%
BA
277
Ballew Advisors
Mississippi
$29K – – –
CTC
278
Central Trust Company
Missouri
$27K – – –
RBC
279
Roble Belko & Company
Pennsylvania
$27K – – –
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$25K -$76.4K -1,467 -75%
VCM
281
Versant Capital Management
Arizona
$25K – – –
GI
282
Gradient Investments
Minnesota
$22K – – –
WP
283
WealthShield Partners
North Carolina
$21K – – –
CFD
284
Creative Financial Designs
Indiana
$21K +$21K +410 New
KPCM
285
Kings Point Capital Management
New York
$20K – – –
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$18.2K – – –
FGAM
287
Financial Gravity Asset Management
Texas
$17K – – –
CC
288
Cassaday & Co
Virginia
$15K – – –
TA
289
Townsend & Associates
Colorado
$14K – – –
BBHC
290
Brown Brothers Harriman & Co
New York
$13K – – –
SCM
291
Southport Capital Management
Tennessee
$12K +$12K +225 New
TPWA
292
TRUE Private Wealth Advisors
Oregon
$9.19K +$9.19K +177 New
KTC
293
Kistler-Tiffany Companies
Pennsylvania
$9K +$696 +13 +8%
IFAM
294
Institutional & Family Asset Management
Colorado
$8K – – –
CWA
295
Clarus Wealth Advisors
Arizona
$8K – – –
SFC
296
SYM Financial Corp
Indiana
$7K – – –
SFSIG
297
San Francisco Sentry Investment Group
California
$7K – – –
TCM
298
Tradewinds Capital Management
Washington
$7K – – –
CAGAS
299
Capital Advisory Group Advisory Services
Minnesota
$7K +$7K +126 New
LFG
300
LifePlan Financial Group
Ohio
$6K – – –
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