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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 %
CF
151
Copperwynd Financial
Arizona
$889K +$889K +16,103 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$834K -$31.9K -578 -4%
SGAM
153
Steinberg Global Asset Management
Florida
$833K -$63.7K -1,154 -7%
BCM
154
BTC Capital Management
Iowa
$831K – – –
ABTD
155
Arvest Bank Trust Division
Oklahoma
$831K – – –
GTAM
156
Global Trust Asset Management
Florida
$828K +$828K +15,014 New
MOS
157
MGO One Seven
Ohio
$827K +$827K +14,984 New
DIA
158
Denver Investment Advisors
Colorado
$813K +$231K +4,182 +40%
CHC
159
City Holding Co
West Virginia
$809K – – –
BOS
160
Bingham Osborn & Scarborough
California
$770K -$37K -669 -5%
ECM
161
ETrade Capital Management
Virginia
$768K +$607 +11 +0.1%
NCM
162
Narwhal Capital Management
Georgia
$743K – – –
CAL
163
Capital Analysts LLC
Pennsylvania
$736K +$24.8K +450 +3%
UR
164
USCA RIA
Texas
$723K +$27.8K +503 +4%
OIA
165
OneDigital Investment Advisors
Kansas
$718K +$705K +12,764 +5,253%
AAM
166
Autus Asset Management
Arizona
$711K +$2.21K +40 +0.3%
RJT
167
Raymond James Trust
Florida
$710K +$17.5K +317 +3%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$688K -$710K -12,847 -51%
TF
169
TIAA FSB
Florida
$688K +$688K +12,466 New
GMA
170
Goldstein Munger & Associates
California
$686K -$106K -1,925 -13%
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$685K +$18.3K +332 +3%
DY
172
Dowling & Yahnke
California
$677K +$12.4K +225 +2%
CAN
173
Cetera Advisor Networks
California
$635K +$27.6K +503 +5%
CB
174
Chemical Bank
Michigan
$635K +$177K +3,210 +39%
BWM
175
Bernicke Wealth Management
Wisconsin
$631K -$15.5K -280 -2%
5 6
7
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