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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

313 hedge funds and large institutions have $3.74B invested in iShares MSCI EAFE Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.57%
New
32
Increased
120
Reduced
100
Closed
37
Calls
–
Puts
$701K
Net Calls
-$701K
Net Calls Change
-$488K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
UBS Group
UBS Group
Switzerland
+$28M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
FT
Fiduciary Trust
Massachusetts
+$19.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$826M
2
RIG
RiverFront Investment Group
Virginia
-$157M
3
RJA
Raymond James & Associates
Florida
-$62.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$50.2M
5
Wells Fargo
Wells Fargo
California
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$26.4M +$1.97M +38,407 +8%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$25.1M +$129K +2,505 +0.5%
SS
28
Simplicity Solutions
Minnesota
$23.7M +$6.26M +121,973 +36%
Northern Trust
29
Northern Trust
Illinois
$23.1M +$390K +7,589 +2%
AWM
30
AE Wealth Management
Kansas
$22.4M +$4.77M +92,983 +27%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$18.7M -$11.4M -221,763 -38%
AA
32
ALPS Advisors
Colorado
$18.1M +$684K +13,317 +4%
LPL Financial
33
LPL Financial
California
$18M +$464K +9,032 +3%
BSW
34
Buckingham Strategic Wealth
Missouri
$17.9M -$184K -3,593 -1%
PP
35
PrairieView Partners
Minnesota
$15.5M +$1.07M +20,871 +7%
RJA
36
Raymond James & Associates
Florida
$14.5M -$62.3M -1,213,351 -81%
NA
37
Nottingham Advisors
New York
$14.5M +$162K +3,035 +1%
SP
38
Symmetry Partners
Connecticut
$14.4M +$560K +10,911 +4%
HAFS
39
Hapanowicz & Associates Financial Services
Pennsylvania
$14.3M +$224K +4,404 +2%
Mariner
40
Mariner
Kansas
$14.1M +$5.11M +99,534 +57%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$12.7M -$1.67M -32,471 -12%
RRC
42
Relaxing Retirement Coach
Massachusetts
$12.1M -$642K -12,510 -5%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$11M +$885K +17,246 +9%
SB
44
Suntrust Banks
Georgia
$10.8M -$86.6K -1,686 -0.8%
FWP
45
FAS Wealth Partners
Kansas
$10.6M +$587K +11,424 +6%
American Century Companies
46
American Century Companies
Missouri
$10.4M +$2.32M +45,143 +29%
PL
47
Plancorp LLC
Missouri
$10M – – –
Jane Street
48
Jane Street
New York
$9.83M -$4.45M -86,581 -31%
MA
49
MUFG Americas
New York
$9.6M -$1.77M -34,464 -16%
GT
50
Greenleaf Trust
Michigan
$9.49M -$411K -7,998 -4%
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