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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

311 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.12%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.55%
New
30
Increased
123
Reduced
91
Closed
30
Calls
–
Puts
$493K
Net Calls
-$493K
Net Calls Change
+$208K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M
2
US Bancorp
US Bancorp
Minnesota
+$96.8M
3
FT
Fiduciary Trust
Massachusetts
+$84.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$38M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$48.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
RIG
RiverFront Investment Group
Virginia
-$20.4M
4
Wells Fargo
Wells Fargo
California
-$7.05M
5
HNB
Huntington National Bank
Ohio
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRA
51
Summit Rock Advisors
New York
$9.88M -$48.5M -933,687 -83%
GT
52
Greenleaf Trust
Michigan
$9.5M -$97.9K -1,886 -1%
American Century Companies
53
American Century Companies
Missouri
$9.23M -$1.25M -24,000 -12%
PA
54
Parkside Advisors
California
$9.15M -$175K -3,367 -2%
SRSA
55
S.R. Schill & Associates
Washington
$9M +$2.47M +47,644 +38%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$8.87M +$7.67M +147,685 +641%
1IA
57
1834 Investment Advisors
Wisconsin
$8.76M +$1.08M +20,719 +14%
LMIM
58
Lockheed Martin Investment Management
Maryland
$8.69M +$1.37M +26,300 +19%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$8.57M -$232K -4,468 -3%
IFA
60
Interactive Financial Advisors
Illinois
$8.52M +$111K +2,132 +1%
Goldman Sachs
61
Goldman Sachs
New York
$8.33M -$21.6M -416,296 -72%
CWM
62
Cranbrook Wealth Management
Michigan
$8.19M -$258K -4,970 -3%
IA
63
Independence Advisors
Pennsylvania
$7.71M +$1.82M +34,996 +31%
CCM
64
Carlson Capital Management
Minnesota
$7.59M +$252K +4,845 +3%
MWM
65
Merriman Wealth Management
Washington
$7.4M +$6.72M +129,476 +999%
MML Investors Services
66
MML Investors Services
Massachusetts
$6.89M +$702K +13,527 +11%
ZF
67
Zhang Financial
Michigan
$6.8M -$128K -2,466 -2%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$6.38M +$3.81M +73,324 +148%
FAT
69
First American Trust
California
$6.15M +$341K +6,577 +6%
HFS
70
HL Financial Services
Kentucky
$6.08M -$649K -12,498 -10%
LFG
71
Larson Financial Group
Missouri
$6.05M -$449K -8,644 -7%
WAM
72
Wakefield Asset Management
Colorado
$5.92M +$5.92M +114,017 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$5.84M -$68.4K -1,317 -1%
HNB
74
Huntington National Bank
Ohio
$5.64M -$5.12M – –
LNC
75
Lincoln National Corp
Pennsylvania
$5.41M +$100K +1,926 +2%
1 2
3
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