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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

261 hedge funds and large institutions have $4.3B invested in iShares MSCI EAFE Value ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.52%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
28
Increased
101
Reduced
76
Closed
20
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$3K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$845M
2
Wells Fargo
2
Wells Fargo
California
$159M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$149M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$152M
5
M&T Bank
5
M&T Bank
New York
$76.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.38M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
DCM
4
Dupont Capital Management
Delaware
$0
5
GI
5
Glovista Investments
New Jersey
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$2.09M +$47.5K +870 +2%
UCFA
102
United Capital Financial Advisors
Texas
$2.04M +$42.2K +772 +2%
IA
103
IFP Advisors
Florida
$1.94M -$1.15K -21 -0.1%
FAAS
104
First Allied Advisory Services
California
$1.91M -$48.1K -884 -2%
GP
105
Girard Partners
Pennsylvania
$1.89M +$161K +2,941 +9%
FA
106
FDx Advisors
Illinois
$1.86M -$417K -7,644 -18%
CG
107
Colony Group
Massachusetts
$1.81M -$276K -5,056 -13%
AL
108
Aspiriant LLC
California
$1.77M +$38.9K +713 +2%
WPW
109
Waldron Private Wealth
Pennsylvania
$1.76M – – –
HH
110
Hilltop Holdings
Texas
$1.67M +$1.67M +30,616 New
HSBC Holdings
111
HSBC Holdings
United Kingdom
$1.65M +$615K +11,260 +59%
NWM
112
Northwest Wealth Management
Iowa
$1.63M -$110K -2,019 -6%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$1.58M -$68.5K -1,252 -4%
HCA
114
Harbour Capital Advisors
Virginia
$1.53M -$12.3K -225 -0.8%
AWA
115
Arete Wealth Advisors
Illinois
$1.43M +$1.43M +26,182 New
PAG
116
Private Advisor Group
New Jersey
$1.42M +$405K +7,424 +40%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$1.38M -$128M -2,341,668 -99%
William Blair & Company
118
William Blair & Company
Illinois
$1.36M +$3.6K +66 +0.3%
GWM
119
Geneos Wealth Management
Colorado
$1.27M +$238K +4,359 +23%
CCM
120
Condor Capital Management
New Jersey
$1.24M -$17.6K -322 -1%
VFA
121
Voya Financial Advisors
Connecticut
$1.23M +$209K +3,843 +20%
ASN
122
Advisory Services Network
Georgia
$1.17M +$14.2K +260 +1%
DHFB
123
Dixon Hubard Feinour & Brown
Virginia
$1.16M -$19.7K -360 -2%
GA
124
GFS Advisors
Texas
$1.14M -$58K -1,062 -5%
NCM
125
Neumann Capital Management
California
$1.13M +$112K +2,060 +11%
3 4
5
6 7