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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 %
Northern Trust
26
Northern Trust
Illinois
$24.2M -$556K -10,071 -2%
BAAM
27
Baker Avenue Asset Management
California
$23.4M +$756K +13,702 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$19.5M +$273K +4,950 +1%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$19.3M +$19.3M +349,065 New
AA
30
ALPS Advisors
Colorado
$18.8M +$165K +2,992 +0.9%
LPL Financial
31
LPL Financial
California
$18.3M +$1.5M +27,139 +9%
American Century Companies
32
American Century Companies
Missouri
$17.4M +$14.5M +262,900 +500%
OCM
33
One Capital Management
California
$17.1M +$225K +4,070 +1%
NA
34
Nottingham Advisors
New York
$15.5M +$722K +13,085 +5%
HAFS
35
Hapanowicz & Associates Financial Services
Pennsylvania
$15.4M +$235K +4,139 +2%
RRC
36
Relaxing Retirement Coach
Massachusetts
$14.8M +$14.8M +268,566 New
PP
37
PrairieView Partners
Minnesota
$14.7M +$14.7M +266,160 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$14.7M -$765K -13,862 -5%
SP
39
Symmetry Partners
Connecticut
$14M +$642K +11,629 +5%
AWM
40
AE Wealth Management
Kansas
$13.6M +$2.28M +41,217 +20%
BTS
41
BB&T Securities
Virginia
$13.4M -$519K -9,399 -4%
SS
42
Simplicity Solutions
Minnesota
$13.4M +$13.1M +237,783 +5,577%
BSW
43
Buckingham Strategic Wealth
Missouri
$12.9M -$63.6K -1,152 -0.5%
MA
44
MUFG Americas
New York
$12.3M +$1.18M +21,405 +11%
PL
45
Plancorp LLC
Missouri
$11.8M – – –
SB
46
Suntrust Banks
Georgia
$11.4M -$71.5K -1,296 -0.6%
LFG
47
Larson Financial Group
Missouri
$11.1M +$11.1M +200,991 New
Natixis Advisors
48
Natixis Advisors
Massachusetts
$10.8M -$2.19M -39,712 -17%
PA
49
Parkside Advisors
California
$10.7M -$414K -7,500 -4%
GT
50
Greenleaf Trust
Michigan
$10.7M -$141K -2,551 -1%
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