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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$4.52M +$97.2K +1,893 +2%
PAG
77
Private Advisory Group
Washington
$4.49M -$312K -6,081 -7%
AA
78
Alesco Advisors
New York
$4.39M +$24.3K +474 +0.6%
SMG
79
Smart Money Group
Texas
$4.32M +$4.32M +84,049 New
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$4.26M – – –
PFP
81
Pinnacle Financial Partners
Tennessee
$4.2M +$44K +858 +1%
GC
82
Gilbert & Cook
Iowa
$3.68M -$90.3K -1,759 -2%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$3.58M -$17M -330,457 -83%
LFS
84
Lutz Financial Services
Nebraska
$3.56M +$8.47K +165 +0.2%
FFG
85
Ford Financial Group
California
$3.54M +$3.54M +53,410 New
UA
86
Unison Advisors
District of Columbia
$3.44M -$134K -2,600 -4%
WA
87
Wilshire Advisors
California
$3.4M -$825K -16,073 -20%
HighTower Advisors
88
HighTower Advisors
Illinois
$3.31M -$35.4K -688 -1%
BTS
89
BB&T Securities
Virginia
$3.28M -$9.92M -193,151 -75%
BF
90
BOK Financial
Oklahoma
$3.13M +$233K +4,537 +8%
AL
91
Aspiriant LLC
California
$3.06M +$1.61M +31,411 +112%
CCM
92
Coldstream Capital Management
Washington
$3.05M -$3.17M -61,708 -51%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$3.05M +$210K +4,091 +7%
RW
94
Rand Wealth
Maryland
$3.04M +$3.04M +59,111 New
AF
95
Advisornet Financial
Minnesota
$2.99M +$154K +3,001 +5%
CB
96
Community Bank
New York
$2.98M -$3.08K -60 -0.1%
CWM
97
Cornerstone Wealth Management
Missouri
$2.98M +$2.98M +151,686 New
CCA
98
Checchi Capital Advisers
California
$2.95M +$350K +6,824 +14%
PPA
99
Parametric Portfolio Associates
Washington
$2.91M +$240K +4,674 +9%
UWPG
100
Ullmann Wealth Partners Group
Florida
$2.81M -$122K -2,368 -4%
2 3
4
5 6