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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

225 hedge funds and large institutions have $3.09B invested in iShares MSCI EAFE Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+37
Holders Change %
+19.68%
% of All Funds
5.63%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.58%
New
63
Increased
88
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$292M
2
RIG
2
RiverFront Investment Group
Virginia
$175M
3
Ameriprise
3
Ameriprise
Minnesota
$169M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Bank of America
5
Bank of America
North Carolina
$146M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BII
3
Bainco International Investors
Massachusetts
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$42.7M
5
HNB
5
Huntington National Bank
Ohio
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$6.14M +$524K +11,091 +9%
MAS
52
Managed Account Services
Florida
$5.94M +$5.94M +125,716 New
IA
53
Independence Advisors
Pennsylvania
$5.41M +$429K +9,076 +9%
FT
54
Fiduciary Trust
Massachusetts
$5.24M -$898K -18,995 -15%
GIA
55
GHP Investment Advisors
Colorado
$4.52M +$1,000K +21,157 +28%
1GA
56
1st Global Advisors
Texas
$4.48M – – –
BF
57
BOK Financial
Oklahoma
$4.4M +$105K +2,231 +2%
UWPG
58
Ullmann Wealth Partners Group
Florida
$4.11M +$4.11M +83,775 New
FAT
59
First American Trust
California
$4.02M +$512K +10,834 +15%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$3.96M +$3.58M +75,822 +945%
AA
61
Alesco Advisors
New York
$3.84M +$1.01M +21,382 +36%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$3.8M +$68.1K +1,442 +2%
GC
63
Gilbert & Cook
Iowa
$3.71M +$3.71M +78,554 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$3.7M +$89.9K +1,903 +2%
SC
65
Savant Capital
Illinois
$3.48M +$336K +7,112 +11%
NFG
66
Nations Financial Group
Iowa
$3.46M -$159K -3,370 -4%
IA
67
IFP Advisors
Florida
$3.32M +$2.98M +63,159 +901%
TA
68
Tiedemann Advisors
New York
$3.21M +$304K +6,433 +10%
LNC
69
Lincoln National Corp
Pennsylvania
$3.01M +$341K +7,206 +13%
Franklin Resources
70
Franklin Resources
California
$2.95M +$2.95M +62,400 New
RSA
71
Robertson Stephens Advisors
California
$2.9M +$2.9M +61,403 New
SS
72
Simplicity Solutions
Minnesota
$2.86M +$1.79M +37,841 +167%
GT
73
Glenmede Trust
Pennsylvania
$2.81M +$172K +3,643 +7%
PFP
74
Pinnacle Financial Partners
Tennessee
$2.72M +$561K +11,866 +26%
AWM
75
AE Wealth Management
Kansas
$2.67M +$2.67M +56,409 New
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