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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

305 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
6.93%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.64%
New
65
Increased
124
Reduced
73
Closed
19
Calls
$227K
Puts
$488K
Net Calls
-$261K
Net Calls Change
-$265K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$255M
2
Ameriprise
Ameriprise
Minnesota
$882M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$174M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.3M
5
Bank of America
Bank of America
North Carolina
$210M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
M&T Bank
M&T Bank
New York
$53.8M
3
DT
Diversified Trust
Tennessee
$116M
4
SCA
Stuart Chaussee & Associates
California
$0
5
GI
Glovista Investments
New Jersey
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
51
Lockheed Martin Investment Management
Maryland
$10.7M -$4.14M -74,972 -28%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$10.3M -$20.4K -369 -0.2%
LNC
53
Lincoln National Corp
Pennsylvania
$10.2M +$6.11M +110,623 +149%
FWP
54
FAS Wealth Partners
Kansas
$10M +$412K +7,461 +4%
IFA
55
Interactive Financial Advisors
Illinois
$9.82M -$127K -2,293 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$9.61M +$9.61M +174,063 New
CWM
57
Cranbrook Wealth Management
Michigan
$9.3M -$1.09M -19,728 -10%
CCM
58
Coldstream Capital Management
Washington
$8.93M -$162K -2,940 -2%
ZF
59
Zhang Financial
Michigan
$8.2M -$598K -10,537 -7%
MML Investors Services
60
MML Investors Services
Massachusetts
$8.15M +$505K +9,157 +7%
CCM
61
Carlson Capital Management
Minnesota
$8.04M -$73.6K -1,333 -0.9%
Goldman Sachs
62
Goldman Sachs
New York
$7.75M +$2.01M +36,350 +35%
FAT
63
First American Trust
California
$7.7M +$667K +12,087 +9%
GI
64
Glovista Investments
New Jersey
$7.37M -$10.2M -183,844 -58%
1IA
65
1834 Investment Advisors
Wisconsin
$7M +$619K +11,219 +10%
SHIM
66
Stone House Investment Management
Pennsylvania
$6.83M +$2.26M +41,017 +50%
PAG
67
Private Advisory Group
Washington
$6.7M +$1.63M +29,528 +32%
IA
68
Independence Advisors
Pennsylvania
$6.13M -$67.1K -1,215 -1%
SRSA
69
S.R. Schill & Associates
Washington
$6.02M -$57.4K -1,040 -0.9%
MAS
70
Managed Account Services
Florida
$5.95M -$217K -3,929 -4%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$5.41M -$2.93M -53,132 -35%
GIA
72
GHP Investment Advisors
Colorado
$5.21M +$12K +218 +0.2%
FT
73
Fiduciary Trust
Massachusetts
$5.2M -$130K -2,348 -2%
SC
74
Savant Capital
Illinois
$4.97M +$172K +3,111 +4%
TA
75
Tiedemann Advisors
New York
$4.93M +$38.4K +696 +0.8%
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