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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 %
PAG
76
Private Advisory Group
Washington
$5.1M -$1.52M -27,819 -23%
HPWM
77
Highland Private Wealth Management
Washington
$5.1M +$5.1M +93,551 New
SC
78
Savant Capital
Illinois
$5M +$89.6K +1,643 +2%
TA
79
Tiedemann Advisors
New York
$4.86M -$8.62K -158 -0.2%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.7M +$2.13M +39,052 +83%
AA
81
Alesco Advisors
New York
$4.64M +$38.3K +703 +0.8%
Stifel Financial
82
Stifel Financial
Missouri
$4.63M +$1.11M +20,281 +32%
WA
83
Wilshire Advisors
California
$4.49M -$64.4K -1,181 -1%
PFP
84
Pinnacle Financial Partners
Tennessee
$4.42M +$121K +2,219 +3%
AG
85
Advisor Group
Arizona
$4.35M +$231K +4,242 +6%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$4.26M +$223K +4,086 +6%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$4.03M -$62.9K -1,153 -2%
GC
88
Gilbert & Cook
Iowa
$4.01M -$605K -11,093 -13%
UA
89
Unison Advisors
District of Columbia
$3.8M -$522K -9,563 -12%
LFS
90
Lutz Financial Services
Nebraska
$3.77M -$31.1K -571 -0.8%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.55M +$173K +3,169 +5%
TA
92
Trellis Advisors
Washington
$3.53M -$2.29K -42 -0.1%
GT
93
Glenmede Trust
Pennsylvania
$3.43M – – –
Franklin Resources
94
Franklin Resources
California
$3.32M -$84.5K -1,550 -2%
CB
95
Community Bank
New York
$3.17M -$3.55K -65 -0.1%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$3.13M -$187K -3,435 -6%
BF
97
BOK Financial
Oklahoma
$3.08M -$243K -4,454 -7%
UWPG
98
Ullmann Wealth Partners Group
Florida
$3.07M -$213K -3,963 -6%
1WA
99
180 Wealth Advisors
Washington
$3.05M -$271K -4,975 -8%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$3.02M +$92K +1,686 +3%
2 3
4
5 6