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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 %
IFWM
126
Institute for Wealth Management
Colorado
$1.55M -$104K -1,869 -6%
VFA
127
Voya Financial Advisors
Connecticut
$1.54M -$1.14M -21,063 -42%
AL
128
Aspiriant LLC
California
$1.53M +$372K +6,822 +32%
ASN
129
Advisory Services Network
Georgia
$1.49M +$220K +4,041 +17%
WP
130
WealthPLAN Partners
Nebraska
$1.46M -$2.18M -39,931 -60%
HCA
131
Harbour Capital Advisors
Virginia
$1.43M -$44.1K -809 -3%
WPW
132
Waldron Private Wealth
Pennsylvania
$1.42M -$1.12M -20,634 -44%
BMCM
133
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.39M +25,501 New
William Blair & Company
134
William Blair & Company
Illinois
$1.32M +$10.4K +190 +0.8%
CG
135
Colony Group
Massachusetts
$1.3M -$109K -1,991 -8%
CCM
136
Condor Capital Management
New Jersey
$1.24M -$15.3K -280 -1%
RIA
137
RPG Investment Advisory
California
$1.19M -$587K -10,755 -33%
UAS
138
United Asset Strategies
New York
$1.11M +$111K +2,040 +11%
V
139
Veritable
Delaware
$1.08M – – –
FTUS
140
Flow Traders U.S.
New York
$1.08M +$769K +14,107 +251%
GA
141
GFS Advisors
Texas
$1.07M +$5.18K +95 +0.5%
ECM
142
ETrade Capital Management
Virginia
$1.02M +$259K +4,743 +34%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$976K +$151K +2,769 +18%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$969K -$9.49K -174 -1%
PP
145
Palladium Partners
Virginia
$969K – – –
MWP
146
MYCIO Wealth Partners
Pennsylvania
$907K – – –
KeyBank National Association
147
KeyBank National Association
Ohio
$878K -$19.2K -352 -2%
DIA
148
Denver Investment Advisors
Colorado
$876K +$72.1K +1,321 +9%
Comerica Bank
149
Comerica Bank
Texas
$858K +$376K +6,692 +78%
MOS
150
MGO One Seven
Ohio
$839K +$21.9K +401 +3%
4 5
6
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