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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

255 hedge funds and large institutions have $3.67B invested in iShares MSCI EAFE Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+19
Holders Change %
+8.05%
% of All Funds
6.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
37
Increased
110
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$124M
3
Bank of America
3
Bank of America
North Carolina
$192M
4
Wells Fargo
4
Wells Fargo
California
$123M
5
GI
5
Glovista Investments
New Jersey
$28.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$122M
3
DCM
3
Dupont Capital Management
Delaware
$15M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.21M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$4.25M +$1.26M +24,450 +42%
PFP
77
Pinnacle Financial Partners
Tennessee
$3.92M +$142K +2,740 +4%
PAG
78
Private Advisory Group
Washington
$3.81M +$3.81M +73,781 New
UWPG
79
Ullmann Wealth Partners Group
Florida
$3.77M +$175K +3,390 +5%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$3.67M +$1.16M +22,363 +46%
NFG
81
Nations Financial Group
Iowa
$3.65M -$143K -2,769 -4%
LNC
82
Lincoln National Corp
Pennsylvania
$3.52M +$354K +6,852 +11%
GT
83
Glenmede Trust
Pennsylvania
$3.26M – – –
HNB
84
Huntington National Bank
Ohio
$3.24M -$3.01M – –
Franklin Resources
85
Franklin Resources
California
$3.23M – – –
Stifel Financial
86
Stifel Financial
Missouri
$3.21M +$380K +7,328 +13%
AG
87
Advisor Group
Arizona
$3.18M -$8.58K -166 -0.3%
CB
88
Community Bank
New York
$3.03M +$270K +5,215 +10%
SCM
89
Sterling Capital Management
North Carolina
$2.7M +$788K +15,238 +41%
Nomura Holdings
90
Nomura Holdings
Japan
$2.55M – – –
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.48M -$20.4K -395 -0.8%
CCA
92
Checchi Capital Advisers
California
$2.38M +$370K +7,160 +18%
AI
93
Atria Investments
North Carolina
$2.38M +$1.24M +24,019 +109%
WA
94
WFG Advisors
Texas
$2.37M +$355K +6,865 +18%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$2.28M +$135K +2,609 +6%
SCM
96
SOL Capital Management
Maryland
$2.22M +$25.9K +500 +1%
FA
97
FDx Advisors
Illinois
$2.16M +$451K +8,727 +26%
CAAS
98
Capital Asset Advisory Services
Michigan
$2.11M -$257K -4,967 -11%
WP
99
WealthPLAN Partners
Nebraska
$2.03M +$2.03M +39,291 New
CG
100
Colony Group
Massachusetts
$1.97M -$44.5K -861 -2%
2 3
4
5 6