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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

337 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
7.52%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.74%
New
73
Increased
124
Reduced
97
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.8M
2
SCM
SCS Capital Management
Massachusetts
+$62M
3
US Bancorp
US Bancorp
Minnesota
+$61.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.9M
5
Wells Fargo
Wells Fargo
California
+$56.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$137M
2
SS
Simplicity Solutions
Minnesota
-$28.4M
3
AWM
AE Wealth Management
Kansas
-$22.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$20.3M
5
Ameriprise
Ameriprise
Minnesota
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
26
Covenant Partners
Tennessee
$28.5M +$28.5M +630,701 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$26.5M +$10.1M +222,885 +61%
EA
28
Efficient Advisors
Ohio
$26.5M -$1.09M -24,039 -4%
BO
29
BRR OpCo
Ohio
$25.9M +$25.5M +562,975 +5,490%
TA
30
Tiedemann Advisors
New York
$25.9M +$22.6M +500,053 +697%
RJA
31
Raymond James & Associates
Florida
$25.4M +$12.8M +283,752 +102%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$22.6M +$13.1M +288,634 +137%
Northern Trust
33
Northern Trust
Illinois
$20.7M +$237K +5,230 +1%
BAAM
34
Baker Avenue Asset Management
California
$19M -$8.5M -187,944 -31%
BSW
35
Buckingham Strategic Wealth
Missouri
$18.8M +$1.23M +27,206 +7%
CC
36
Cassaday & Co
Virginia
$18.7M +$18.6M +412,422 +139,332%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$9.38M +207,354 +106%
AA
38
ALPS Advisors
Colorado
$18.2M +$2.22M +49,086 +14%
RIG
39
RiverFront Investment Group
Virginia
$17.8M -$2.53M -55,946 -12%
LPL Financial
40
LPL Financial
California
$17M +$458K +10,120 +3%
SB
41
Suntrust Banks
Georgia
$15.9M +$6.39M +141,298 +67%
PP
42
PrairieView Partners
Minnesota
$14.5M +$423K +9,363 +3%
SP
43
Symmetry Partners
Connecticut
$14M +$734K +16,229 +6%
American Century Companies
44
American Century Companies
Missouri
$13.3M +$5.25M +116,000 +65%
HAFS
45
Hapanowicz & Associates Financial Services
Pennsylvania
$12.2M -$496K -10,947 -4%
SFSG
46
Stearns Financial Services Group
North Carolina
$11.7M +$11.7M +258,840 New
MA
47
MUFG Americas
New York
$11.6M +$2.76M +60,940 +31%
BF
48
BOK Financial
Oklahoma
$11.5M +$8.81M +194,884 +324%
GT
49
Greenleaf Trust
Michigan
$11.3M +$3.05M +67,339 +37%
MML Investors Services
50
MML Investors Services
Massachusetts
$11.1M +$5.1M +112,889 +85%
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