EFV icon

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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
M&T Bank
M&T Bank
New York
$53.8M
3
DT
Diversified Trust
Tennessee
$116M
4
SCA
Stuart Chaussee & Associates
California
$0
5
GI
Glovista Investments
New Jersey
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
RPG Investment Advisory
California
$1.8M +$1.33M +24,045 +280%
IFWM
127
Institute for Wealth Management
Colorado
$1.65M +$1.65M +29,687 New
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$1.63M +$34.7K +629 +2%
HCA
129
Harbour Capital Advisors
Virginia
$1.49M -$53.6K -971 -3%
CG
130
Colony Group
Massachusetts
$1.42M -$406K -7,360 -22%
PAG
131
Private Advisor Group
New Jersey
$1.38M -$84.4K -1,498 -6%
NCM
132
Neumann Capital Management
California
$1.35M +$203K +3,685 +18%
William Blair & Company
133
William Blair & Company
Illinois
$1.33M -$45.4K -822 -3%
ASN
134
Advisory Services Network
Georgia
$1.29M +$109K +1,971 +9%
CCM
135
Condor Capital Management
New Jersey
$1.27M +$17.8K +322 +1%
DHFB
136
Dixon Hubard Feinour & Brown
Virginia
$1.19M +$21.3K +385 +2%
AL
137
Aspiriant LLC
California
$1.18M -$615K -11,145 -34%
Wolverine Trading
138
Wolverine Trading
Illinois
$1.1M +$428K +7,762 +63%
V
139
Veritable
Delaware
$1.09M -$12.6K -229 -1%
GA
140
GFS Advisors
Texas
$1.08M -$75.2K -1,362 -7%
SPIA
141
Steward Partners Investment Advisory
New York
$1.05M +$516K +9,348 +96%
UAS
142
United Asset Strategies
New York
$1.01M +$171K +3,093 +20%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$991K -$23.5K -425 -2%
PP
144
Palladium Partners
Virginia
$980K +$93.7K +1,698 +11%
SG Americas Securities
145
SG Americas Securities
New York
$959K +$959K +17,368 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$944K +$544K +9,865 +136%
MWP
147
MYCIO Wealth Partners
Pennsylvania
$918K +$2.1K +38 +0.2%
EAM
148
Evanson Asset Management
California
$916K -$60.2K -1,090 -6%
SFA
149
Sequoia Financial Advisors
Ohio
$914K – – –
KeyBank National Association
150
KeyBank National Association
Ohio
$908K -$50.1K -907 -5%
4 5
6
7 8