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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

305 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
6.93%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.64%
New
65
Increased
124
Reduced
73
Closed
19
Calls
$227K
Puts
$488K
Net Calls
-$261K
Net Calls Change
-$265K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$255M
2
Ameriprise
2
Ameriprise
Minnesota
$882M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$174M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.3M
5
Bank of America
5
Bank of America
North Carolina
$210M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
M&T Bank
2
M&T Bank
New York
$53.8M
3
DT
3
Diversified Trust
Tennessee
$116M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
GI
5
Glovista Investments
New Jersey
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
101
Parkside Financial Bank & Trust
Missouri
$2.96M +$173K +3,132 +6%
SCM
102
Sterling Capital Management
North Carolina
$2.95M +$65.9K +1,194 +2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$2.89M +$43.7K +792 +2%
Mariner
104
Mariner
Kansas
$2.85M +$2.27M +41,134 +395%
VFA
105
Voya Financial Advisors
Connecticut
$2.74M +$1.49M +27,010 +119%
Nomura Holdings
106
Nomura Holdings
Japan
$2.72M – – –
PPA
107
Parametric Portfolio Associates
Washington
$2.65M -$209K -3,793 -7%
SCM
108
SOL Capital Management
Maryland
$2.63M +$370K +6,700 +16%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.6M +$188K +3,410 +8%
CCA
110
Checchi Capital Advisers
California
$2.58M -$114K -2,074 -4%
AF
111
Advisornet Financial
Minnesota
$2.58M +$2.58M +46,774 New
WPW
112
Waldron Private Wealth
Pennsylvania
$2.57M +$794K +14,387 +45%
AI
113
Atria Investments
North Carolina
$2.5M -$345K -6,255 -12%
CB
114
Commerce Bank
Missouri
$2.32M -$6.68K -121 -0.3%
IA
115
IFP Advisors
Florida
$2.31M +$348K +6,304 +18%
AFP
116
Ausdal Financial Partners
Iowa
$2.21M +$63.3K +1,147 +3%
GP
117
Girard Partners
Pennsylvania
$2.14M +$231K +4,179 +12%
CA
118
Cetera Advisors
Colorado
$2.12M +$11K +200 +0.5%
UCFA
119
United Capital Financial Advisors
Texas
$2.09M +$27.9K +505 +1%
NWM
120
Northwest Wealth Management
Iowa
$1.98M +$329K +5,964 +20%
AWA
121
Arete Wealth Advisors
Illinois
$1.95M +$506K +9,174 +35%
GWM
122
Geneos Wealth Management
Colorado
$1.93M +$644K +11,677 +50%
FA
123
FDx Advisors
Illinois
$1.92M +$39.3K +711 +2%
BCA
124
Berman Capital Advisors
Georgia
$1.84M +$1.84M +33,344 New
HSBC Holdings
125
HSBC Holdings
United Kingdom
$1.84M +$164K +2,976 +10%
3 4
5
6 7