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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
7.39%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.71%
New
47
Increased
119
Reduced
97
Closed
27
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$48K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$162M
2
SRA
Summit Rock Advisors
New York
+$51.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.6M
4
FT
Fiduciary Trust
Massachusetts
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
DT
Diversified Trust
Tennessee
-$32.4M
2
Jane Street
Jane Street
New York
-$18.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.4M
5
RIG
RiverFront Investment Group
Virginia
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$25.9M +$2.81M +51,525 +12%
Northern Trust
27
Northern Trust
Illinois
$24.1M +$124K +2,275 +0.5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$21.8M +$2.6M +47,676 +14%
FT
29
Fiduciary Trust
Massachusetts
$20.3M +$15.2M +278,222 +295%
BSW
30
Buckingham Strategic Wealth
Missouri
$19.2M +$6.43M +117,918 +50%
AWM
31
AE Wealth Management
Kansas
$18.7M +$5.26M +96,396 +39%
LPL Financial
32
LPL Financial
California
$18.6M +$450K +8,256 +2%
SS
33
Simplicity Solutions
Minnesota
$18.5M +$5.34M +97,908 +40%
AA
34
ALPS Advisors
Colorado
$18.5M -$21.6K -396 -0.1%
OCM
35
One Capital Management
California
$17.7M +$816K +14,954 +5%
PP
36
PrairieView Partners
Minnesota
$15.3M +$776K +14,230 +5%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$734K +13,449 +5%
Jane Street
38
Jane Street
New York
$15.2M -$18.2M -333,762 -55%
HAFS
39
Hapanowicz & Associates Financial Services
Pennsylvania
$14.9M +$276K +5,140 +2%
SP
40
Symmetry Partners
Connecticut
$14.7M +$901K +16,522 +7%
NA
41
Nottingham Advisors
New York
$14.3M -$742K -13,852 -5%
BTS
42
BB&T Securities
Virginia
$14M +$772K +14,149 +6%
RRC
43
Relaxing Retirement Coach
Massachusetts
$13.6M -$1.07M -19,579 -7%
MA
44
MUFG Americas
New York
$12.1M -$76.4K -1,401 -0.6%
SB
45
Suntrust Banks
Georgia
$11.6M +$318K +5,837 +3%
LMIM
46
Lockheed Martin Investment Management
Maryland
$11M +$409K +7,500 +4%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$10.7M +$2.29K +42 +0%
PL
48
Plancorp LLC
Missouri
$10.6M -$990K -18,143 -9%
FWP
49
FAS Wealth Partners
Kansas
$10.6M +$735K +13,472 +7%
GT
50
Greenleaf Trust
Michigan
$10.5M -$64.8K -1,187 -0.6%
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