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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

313 hedge funds and large institutions have $3.74B invested in iShares MSCI EAFE Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.57%
New
32
Increased
120
Reduced
100
Closed
37
Calls
–
Puts
$701K
Net Calls
-$701K
Net Calls Change
-$488K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
UBS Group
UBS Group
Switzerland
+$28M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
FT
Fiduciary Trust
Massachusetts
+$19.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$826M
2
RIG
RiverFront Investment Group
Virginia
-$157M
3
RJA
Raymond James & Associates
Florida
-$62.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$50.2M
5
Wells Fargo
Wells Fargo
California
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parkside Advisors
California
$9.22M -$165K -3,208 -2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$8.7M +$520K +10,121 +6%
CWM
53
Cranbrook Wealth Management
Michigan
$8.35M -$215K -4,193 -3%
IFA
54
Interactive Financial Advisors
Illinois
$8.32M -$36.1K -704 -0.4%
1IA
55
1834 Investment Advisors
Wisconsin
$7.6M +$370K +7,199 +5%
CCM
56
Carlson Capital Management
Minnesota
$7.26M -$489K -9,522 -6%
LMIM
57
Lockheed Martin Investment Management
Maryland
$7.24M -$3.08M -60,000 -30%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$7.19M +$6.27M +122,103 +683%
ZF
59
Zhang Financial
Michigan
$6.78M -$86.5K -1,701 -1%
HFS
60
HL Financial Services
Kentucky
$6.66M -$72.1K -1,405 -1%
SRSA
61
S.R. Schill & Associates
Washington
$6.46M +$791K +15,399 +14%
LFG
62
Larson Financial Group
Missouri
$6.43M -$567K -11,035 -8%
MML Investors Services
63
MML Investors Services
Massachusetts
$6.12M +$235K +4,572 +4%
OCM
64
One Capital Management
California
$6M -$10.6M -207,024 -64%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$5.84M +$182K +3,539 +3%
IA
66
Independence Advisors
Pennsylvania
$5.83M -$562K -10,942 -9%
FAT
67
First American Trust
California
$5.74M -$1.44M -28,049 -20%
TA
68
Tiedemann Advisors
New York
$5.62M +$1.04M +20,303 +23%
MAS
69
Managed Account Services
Florida
$5.51M +$96.1K +1,872 +2%
6M
70
6 Meridian
Kansas
$5.33M +$52.6K +1,024 +1%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$5.27M +$1.48M +28,845 +39%
LNC
72
Lincoln National Corp
Pennsylvania
$5.25M +$46.9K +913 +0.9%
HNB
73
Huntington National Bank
Ohio
$5.12M -$5.75M – –
SC
74
Savant Capital
Illinois
$4.89M +$178K +3,466 +4%
GIA
75
GHP Investment Advisors
Colorado
$4.76M -$56.5K -1,101 -1%
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