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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

311 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.12%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.55%
New
30
Increased
123
Reduced
91
Closed
30
Calls
–
Puts
$493K
Net Calls
-$493K
Net Calls Change
+$208K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M
2
US Bancorp
US Bancorp
Minnesota
+$96.8M
3
FT
Fiduciary Trust
Massachusetts
+$84.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$38M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$48.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
RIG
RiverFront Investment Group
Virginia
-$20.4M
4
Wells Fargo
Wells Fargo
California
-$7.05M
5
HNB
Huntington National Bank
Ohio
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
FDx Advisors
Illinois
$1.95M +$247K +4,752 +15%
AF
127
Advisornet Financial
Minnesota
$1.94M -$1.08M -20,835 -36%
NCM
128
Neumann Capital Management
California
$1.93M +$59.7K +1,150 +3%
NWM
129
Northwest Wealth Management
Iowa
$1.69M -$162K -3,122 -9%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$1.68M +$6.54K +126 +0.4%
EWA
131
EP Wealth Advisors
California
$1.67M +$1.67M +32,164 New
Bessemer Group
132
Bessemer Group
New Jersey
$1.59M +$1.59M +30,628 New
ACA
133
Atlas Capital Advisors
Wyoming
$1.54M -$185K -3,577 -11%
UCFA
134
United Capital Financial Advisors
Texas
$1.53M -$21K -404 -1%
BUB
135
BBVA USA Bancshares
Texas
$1.53M +$412K +7,933 +37%
WPW
136
Waldron Private Wealth
Pennsylvania
$1.35M – – –
William Blair & Company
137
William Blair & Company
Illinois
$1.28M -$1.3K -25 -0.1%
DWT
138
Dorsey & Whitney Trust
South Dakota
$1.26M +$363K +6,998 +41%
AG
139
Advisor Group
Arizona
$1.2M +$252K +4,842 +27%
PAG
140
Private Advisor Group
New Jersey
$1.18M +$84.4K +1,538 +8%
CCM
141
Condor Capital Management
New Jersey
$1.15M -$15.9K -306 -1%
CG
142
Colony Group
Massachusetts
$1.15M -$90.3K -1,740 -7%
ECM
143
ETrade Capital Management
Virginia
$1.1M +$98.5K +1,897 +10%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M +$219K +4,211 +26%
GA
145
GFS Advisors
Texas
$985K -$49.7K -956 -5%
KWM
146
Kingsview Wealth Management
Oregon
$977K +$570K +10,972 +140%
PP
147
Palladium Partners
Virginia
$939K – – –
WP
148
WealthSource Partners
California
$927K +$479K +9,214 +107%
MWP
149
MYCIO Wealth Partners
Pennsylvania
$893K +$90.9K +1,750 +11%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$835K +$62.1K +1,195 +8%
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6
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