iShares MSCI EAFE Value ETF
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.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
33% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 76
17% more capital invested
Capital invested by funds: $3.67B → $4.3B (+$631M)
2% more funds holding
Funds holding: 255 → 261 (+6)
1.69% more ownership
Funds ownership: 71.21% → 72.9% (+1.7%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$459M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$28.2M |
| 3 |
JP Morgan Chase
New York
|
+$22.1M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$21.3M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$18.5M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$16.2M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$15M |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$12.3M |
EFV Hedge Fund Activity: Q3 2017 in Review
261 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q3 2017, worth a combined $4.3B — up 17% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EFV positions and 20 closed out — a net gain of 8 holders — while 101 added to existing stakes and 76 trimmed.
The largest buyer was Ameriprise, adding an estimated $459M. The largest seller was Fidelity Investments, cutting an estimated $124M.
- 261 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q3 2017, up from 255 in Q2 2017.
- Funds reported $4.3B of iShares MSCI EAFE Value ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 28 funds opened new iShares MSCI EAFE Value ETF positions in Q3 2017 and 20 closed out, a net change of +8 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q3 2017 was Ameriprise, an estimated $459M added.
- The largest iShares MSCI EAFE Value ETF seller in Q3 2017 was Fidelity Investments, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2017.