EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

261 hedge funds and large institutions have $4.3B invested in iShares MSCI EAFE Value ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.52%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
28
Increased
101
Reduced
76
Closed
20
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$845M
2
Wells Fargo
2
Wells Fargo
California
$159M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$149M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$152M
5
M&T Bank
5
M&T Bank
New York
$76.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
DCM
4
Dupont Capital Management
Delaware
$0
5
GI
5
Glovista Investments
New Jersey
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
51
FAS Wealth Partners
Kansas
$9.49M +$173K +3,170 +2%
CCM
52
Coldstream Capital Management
Washington
$8.99M -$7.4M -135,502 -45%
ZF
53
Zhang Financial
Michigan
$8.43M -$30K -551 -0.4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$8.25M +$251K +4,603 +3%
CCM
55
Carlson Capital Management
Minnesota
$8.02M -$100K -1,832 -1%
MML Investors Services
56
MML Investors Services
Massachusetts
$7.57M +$1.12M +20,569 +17%
FAT
57
First American Trust
California
$6.96M +$1.23M +22,560 +22%
1IA
58
1834 Investment Advisors
Wisconsin
$6.31M +$568K +10,410 +10%
IA
59
Independence Advisors
Pennsylvania
$6.13M -$64K -1,172 -1%
MAS
60
Managed Account Services
Florida
$6.1M -$46K -842 -0.7%
SRSA
61
S.R. Schill & Associates
Washington
$6.01M -$742K -13,592 -11%
AG
62
Advisor Group
Arizona
$5.83M +$2.48M +45,390 +74%
Goldman Sachs
63
Goldman Sachs
New York
$5.68M -$51.2K -938 -0.9%
FT
64
Fiduciary Trust
Massachusetts
$5.28M -$497K -9,096 -9%
GIA
65
GHP Investment Advisors
Colorado
$5.15M -$85.3K -1,562 -2%
UWPG
66
Ullmann Wealth Partners Group
Florida
$5.02M +$1.65M +35,793 +49%
PAG
67
Private Advisory Group
Washington
$5.02M +$986K +18,061 +24%
HFS
68
HL Financial Services
Kentucky
$4.98M +$3.68M +67,325 +283%
TA
69
Tiedemann Advisors
New York
$4.84M -$15.2K -278 -0.3%
GC
70
Gilbert & Cook
Iowa
$4.82M -$118K -2,154 -2%
SC
71
Savant Capital
Illinois
$4.75M +$139K +2,541 +3%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$4.63M -$55.7K -1,020 -1%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$4.59M +$711K +13,027 +18%
WA
74
Wilshire Advisors
California
$4.53M +$4.53M +82,898 New
SHIM
75
Stone House Investment Management
Pennsylvania
$4.51M -$273 -5 -0%
1 2
3
4 5