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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

313 hedge funds and large institutions have $3.74B invested in iShares MSCI EAFE Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.57%
New
32
Increased
120
Reduced
100
Closed
37
Calls
–
Puts
$701K
Net Calls
-$701K
Net Calls Change
-$488K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
UBS Group
UBS Group
Switzerland
+$28M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
FT
Fiduciary Trust
Massachusetts
+$19.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$826M
2
RIG
RiverFront Investment Group
Virginia
-$157M
3
RJA
Raymond James & Associates
Florida
-$62.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$50.2M
5
Wells Fargo
Wells Fargo
California
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
101
Trellis Advisors
Washington
$2.77M -$555K -10,805 -17%
ASN
102
Advisory Services Network
Georgia
$2.76M +$1.33M +25,312 +92%
Stifel Financial
103
Stifel Financial
Missouri
$2.68M -$1.67M -32,494 -38%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$2.65M -$302K -5,889 -10%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$2.54M +$21K +408 +0.8%
Nomura Holdings
106
Nomura Holdings
Japan
$2.53M – – –
IA
107
IFP Advisors
Florida
$2.42M +$271K +5,284 +13%
SCM
108
SOL Capital Management
Maryland
$2.39M +$11.8K +230 +0.5%
SI
109
Stephens Inc
Arkansas
$2.38M +$2.38M +46,310 New
SCM
110
Sterling Capital Management
North Carolina
$2.37M – – –
1WA
111
180 Wealth Advisors
Washington
$2.31M -$561K -10,922 -20%
GWM
112
Geneos Wealth Management
Colorado
$2.29M +$29K +565 +1%
AI
113
Atria Investments
North Carolina
$2.2M +$174K +3,395 +9%
CB
114
Commerce Bank
Missouri
$2.17M +$23.1K +449 +1%
AFP
115
Ausdal Financial Partners
Iowa
$2.07M +$12.1K +236 +0.6%
AWA
116
Arete Wealth Advisors
Illinois
$1.96M +$398K +7,757 +25%
CA
117
Cetera Advisors
Colorado
$1.93M -$3.46K -67 -0.2%
JIP
118
Jaffetilchin Investment Partners
Florida
$1.86M -$14.8K -288 -0.8%
NCM
119
Neumann Capital Management
California
$1.85M +$60.6K +1,180 +3%
NWM
120
Northwest Wealth Management
Iowa
$1.83M +$32.2K +627 +2%
GP
121
Girard Partners
Pennsylvania
$1.83M -$214K -4,160 -10%
ACA
122
Atlas Capital Advisors
Wyoming
$1.73M -$353K -6,834 -17%
VFA
123
Voya Financial Advisors
Connecticut
$1.69M +$235K +4,595 +16%
FA
124
FDx Advisors
Illinois
$1.68M +$150K +2,922 +10%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$1.66M +$151K +2,946 +10%
3 4
5
6 7