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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

261 hedge funds and large institutions have $4.3B invested in iShares MSCI EAFE Value ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.52%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
28
Increased
101
Reduced
76
Closed
20
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$845M
2
Wells Fargo
2
Wells Fargo
California
$159M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$149M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$152M
5
M&T Bank
5
M&T Bank
New York
$76.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
DCM
4
Dupont Capital Management
Delaware
$0
5
GI
5
Glovista Investments
New Jersey
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$22.4M +$1.84M +33,660 +9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$19M +$88.1K +1,614 +0.5%
AA
28
ALPS Advisors
Colorado
$18.4M -$124K -2,277 -0.7%
Jane Street
29
Jane Street
New York
$17.9M +$17.9M +328,132 New
GI
30
Glovista Investments
New Jersey
$17.3M -$12.6M -231,340 -42%
LPL Financial
31
LPL Financial
California
$16.7M +$915K +16,762 +6%
OCM
32
One Capital Management
California
$16.6M +$849K +15,547 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$976K +17,877 +7%
LMIM
34
Lockheed Martin Investment Management
Maryland
$14.7M +$3.26M +59,695 +29%
NA
35
Nottingham Advisors
New York
$14.6M +$391K +7,157 +3%
HAFS
36
Hapanowicz & Associates Financial Services
Pennsylvania
$14.6M +$1.11M +20,408 +8%
BTS
37
BB&T Securities
Virginia
$13.8M +$280K +5,126 +2%
SP
38
Symmetry Partners
Connecticut
$13.2M -$27.5K -503 -0.2%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$12.9M +$505K +9,250 +4%
BSW
40
Buckingham Strategic Wealth
Missouri
$12.8M +$8.68K +159 +0.1%
PL
41
Plancorp LLC
Missouri
$11.6M +$39.6K +725 +0.3%
SB
42
Suntrust Banks
Georgia
$11.3M -$75.8K -1,388 -0.7%
AWM
43
AE Wealth Management
Kansas
$11.2M +$3.56M +65,216 +46%
PA
44
Parkside Advisors
California
$11M -$639K -11,705 -5%
MA
45
MUFG Americas
New York
$11M -$320K -5,852 -3%
GT
46
Greenleaf Trust
Michigan
$10.7M -$70.6K -1,293 -0.7%
SCA
47
Stuart Chaussee & Associates
California
$10.4M +$10.4M +191,241 New
CWM
48
Cranbrook Wealth Management
Michigan
$10.3M -$1.04M -19,126 -9%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$10.2M +$364K +6,661 +4%
IFA
50
Interactive Financial Advisors
Illinois
$9.84M +$295K +5,399 +3%
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