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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 %
6M
76
6 Meridian
Kansas
$5.29M -$101K -1,947 -2%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$5.24M -$94.8K -1,825 -2%
OCM
78
One Capital Management
California
$5.21M -$853K -16,423 -14%
SC
79
Savant Capital
Illinois
$5.18M +$239K +4,609 +5%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$5.09M +$517K +9,954 +11%
MAS
81
Managed Account Services
Florida
$5M -$276K -5,617 -5%
GIA
82
GHP Investment Advisors
Colorado
$4.73M -$80.3K -1,546 -2%
LFS
83
Lutz Financial Services
Nebraska
$4.7M +$1.1M +21,282 +31%
AA
84
Alesco Advisors
New York
$4.51M +$67.6K +1,301 +2%
SMG
85
Smart Money Group
Texas
$4.37M +$7.22K +139 +0.2%
PAG
86
Private Advisory Group
Washington
$4.25M -$111K -2,216 -3%
AL
87
Aspiriant LLC
California
$4.24M +$1.15M +22,171 +37%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$4.16M +$102K +1,969 +3%
JIP
89
Jaffetilchin Investment Partners
Florida
$4.07M +$2.2M +42,341 +117%
PFP
90
Pinnacle Financial Partners
Tennessee
$4.07M -$182K -3,512 -4%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$3.93M +$2.29M +44,127 +140%
GC
92
Gilbert & Cook
Iowa
$3.88M +$161K +3,093 +4%
TA
93
Tiedemann Advisors
New York
$3.72M -$1.96M -37,716 -34%
WA
94
Wilshire Advisors
California
$3.5M +$56.9K +1,097 +2%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$3.5M +$412K +7,927 +13%
AI
96
Atria Investments
North Carolina
$3.44M +$1.22M +23,416 +55%
UA
97
Unison Advisors
District of Columbia
$3.42M -$65.1K -1,254 -2%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$3.41M -$216K -4,152 -6%
HighTower Advisors
99
HighTower Advisors
Illinois
$3.37M +$22.3K +429 +0.7%
APA
100
American Portfolios Advisors
New York
$3.33M +$3.2M +61,561 +2,314%
2 3
4
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