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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+17
Holders Change %
+5.57%
% of All Funds
7.39%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.71%
New
47
Increased
119
Reduced
97
Closed
27
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$48K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$162M
2
SRA
Summit Rock Advisors
New York
+$51.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$50.6M
4
FT
Fiduciary Trust
Massachusetts
+$15.2M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
DT
Diversified Trust
Tennessee
-$32.4M
2
Jane Street
Jane Street
New York
-$18.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.4M
5
RIG
RiverFront Investment Group
Virginia
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$3.01M +$456K +8,366 +18%
PPA
102
Parametric Portfolio Associates
Washington
$2.83M +$215K +3,937 +8%
CCA
103
Checchi Capital Advisers
California
$2.76M +$204K +3,743 +8%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$2.68M -$180K -3,290 -6%
SCM
105
SOL Capital Management
Maryland
$2.53M -$70.9K -1,300 -3%
SCM
106
Sterling Capital Management
North Carolina
$2.52M -$395K -7,249 -14%
GWM
107
Geneos Wealth Management
Colorado
$2.4M +$494K +9,061 +26%
IA
108
IFP Advisors
Florida
$2.31M – – –
CB
109
Commerce Bank
Missouri
$2.29M -$6.11K -112 -0.3%
ACA
110
Atlas Capital Advisors
Wyoming
$2.2M +$2.2M +40,273 New
AFP
111
Ausdal Financial Partners
Iowa
$2.19M +$7.58K +139 +0.3%
GP
112
Girard Partners
Pennsylvania
$2.17M +$59.8K +1,096 +3%
AI
113
Atria Investments
North Carolina
$2.15M -$323K -5,917 -13%
UCFA
114
United Capital Financial Advisors
Texas
$2.08M +$10.1K +185 +0.5%
CA
115
Cetera Advisors
Colorado
$2.04M -$55.4K -1,014 -3%
JIP
116
Jaffetilchin Investment Partners
Florida
$1.99M +$1.99M +36,413 New
NWM
117
Northwest Wealth Management
Iowa
$1.91M -$40.5K -742 -2%
NCM
118
Neumann Capital Management
California
$1.9M +$566K +10,380 +42%
SPIA
119
Steward Partners Investment Advisory
New York
$1.71M +$673K +12,341 +65%
DHFB
120
Dixon Hubard Feinour & Brown
Virginia
$1.7M +$520K +9,530 +44%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.68M +$69.1K +1,263 +4%
AWA
122
Arete Wealth Advisors
Illinois
$1.66M -$268K -4,919 -14%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.65M -$17.4M -318,895 -91%
FA
124
FDx Advisors
Illinois
$1.63M -$270K -4,948 -14%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$1.6M -$216K -3,952 -12%
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