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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
7.39%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.71%
New
47
Increased
119
Reduced
97
Closed
27
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$48K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$162M
2
SRA
Summit Rock Advisors
New York
+$51.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.6M
4
FT
Fiduciary Trust
Massachusetts
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
DT
Diversified Trust
Tennessee
-$32.4M
2
Jane Street
Jane Street
New York
-$18.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.4M
5
RIG
RiverFront Investment Group
Virginia
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parkside Advisors
California
$9.98M -$610K -11,191 -6%
Mariner
52
Mariner
Kansas
$9.56M +$6.74M +123,596 +240%
CWM
53
Cranbrook Wealth Management
Michigan
$9.1M -$86.8K -1,591 -0.9%
IFA
54
Interactive Financial Advisors
Illinois
$8.87M -$829K -15,197 -9%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$8.7M -$1.49M -27,310 -15%
American Century Companies
56
American Century Companies
Missouri
$8.54M -$8.66M -158,843 -50%
CCM
57
Carlson Capital Management
Minnesota
$8.23M +$283K +5,186 +4%
Goldman Sachs
58
Goldman Sachs
New York
$8.14M +$481K +8,812 +6%
1IA
59
1834 Investment Advisors
Wisconsin
$7.68M +$760K +13,936 +11%
FAT
60
First American Trust
California
$7.63M +$20.5K +376 +0.3%
LFG
61
Larson Financial Group
Missouri
$7.43M -$3.53M -64,781 -32%
ZF
62
Zhang Financial
Michigan
$7.25M -$499K -9,295 -6%
HFS
63
HL Financial Services
Kentucky
$7.15M +$7.15M +131,082 New
IA
64
Independence Advisors
Pennsylvania
$6.79M +$737K +13,508 +12%
CCM
65
Coldstream Capital Management
Washington
$6.61M -$2.22M -40,644 -25%
MML Investors Services
66
MML Investors Services
Massachusetts
$6.26M -$1.8M -33,036 -22%
SRSA
67
S.R. Schill & Associates
Washington
$6.02M +$71.5K +1,311 +1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$6.01M +$669K +12,267 +13%
MAS
69
Managed Account Services
Florida
$5.75M -$133K -2,444 -2%
HNB
70
Huntington National Bank
Ohio
$5.75M -$4.34M – –
HH
71
Hilltop Holdings
Texas
$5.63M +$5.63M +103,263 New
6M
72
6 Meridian
Kansas
$5.6M +$1.36M +24,987 +32%
LNC
73
Lincoln National Corp
Pennsylvania
$5.53M -$4.56M -83,612 -45%
SAM
74
Stringer Asset Management
Tennessee
$5.12M +$5.12M +93,871 New
GIA
75
GHP Investment Advisors
Colorado
$5.12M -$35.1K -643 -0.7%
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