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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

255 hedge funds and large institutions have $3.67B invested in iShares MSCI EAFE Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+19
Holders Change %
+8.05%
% of All Funds
6.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
37
Increased
110
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$124M
3
Bank of America
3
Bank of America
North Carolina
$192M
4
Wells Fargo
4
Wells Fargo
California
$123M
5
GI
5
Glovista Investments
New Jersey
$28.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$122M
3
DCM
3
Dupont Capital Management
Delaware
$15M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.21M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$9.33M +$1.22M +23,573 +15%
IFA
52
Interactive Financial Advisors
Illinois
$9.03M -$107K -2,073 -1%
FWP
53
FAS Wealth Partners
Kansas
$8.82M +$495K +9,568 +6%
SPC
54
Sigma Planning Corp
Michigan
$8.56M +$5.02K +97 +0.1%
ZF
55
Zhang Financial
Michigan
$8.04M +$581K +11,231 +8%
CCM
56
Carlson Capital Management
Minnesota
$7.69M -$116K -2,252 -1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$7.57M +$368K +7,116 +5%
SS
58
Simplicity Solutions
Minnesota
$7.49M +$2.29M +44,318 +44%
AWM
59
AE Wealth Management
Kansas
$7.26M +$2.28M +44,117 +46%
SRSA
60
S.R. Schill & Associates
Washington
$6.39M -$2.66M -51,373 -29%
MML Investors Services
61
MML Investors Services
Massachusetts
$6.1M +$6.1M +117,980 New
IA
62
Independence Advisors
Pennsylvania
$5.86M -$30.5K -590 -0.5%
MAS
63
Managed Account Services
Florida
$5.82M -$81.2K -1,570 -1%
FT
64
Fiduciary Trust
Massachusetts
$5.47M -$48.4K -936 -0.9%
1IA
65
1834 Investment Advisors
Wisconsin
$5.44M +$1.28M +24,679 +31%
Goldman Sachs
66
Goldman Sachs
New York
$5.43M -$46.5K -899 -0.8%
FAT
67
First American Trust
California
$5.42M +$591K +11,423 +12%
GIA
68
GHP Investment Advisors
Colorado
$4.95M -$2M -38,782 -29%
GC
69
Gilbert & Cook
Iowa
$4.68M +$717K +13,871 +18%
TA
70
Tiedemann Advisors
New York
$4.6M +$1.04M +20,050 +29%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$4.44M +$92.6K +1,792 +2%
SC
72
Savant Capital
Illinois
$4.37M +$213K +4,115 +5%
BF
73
BOK Financial
Oklahoma
$4.36M -$388K -7,503 -8%
AA
74
Alesco Advisors
New York
$4.36M -$84.2K -1,629 -2%
SHIM
75
Stone House Investment Management
Pennsylvania
$4.27M +$85.1K +1,646 +2%
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