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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 %
SFA
151
Sequoia Financial Advisors
Ohio
$836K -$67.5K -1,237 -7%
BUB
152
BBVA USA Bancshares
Texas
$830K +$410K +7,516 +98%
BCM
153
BTC Capital Management
Iowa
$821K – – –
ABTD
154
Arvest Bank Trust Division
Oklahoma
$821K – – –
CAL
155
Capital Analysts LLC
Pennsylvania
$817K +$89.4K +1,640 +12%
GTAM
156
Global Trust Asset Management
Florida
$809K -$10.1K -185 -1%
CHC
157
City Holding Co
West Virginia
$800K – – –
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$775K +$257K +4,705 +50%
SGAM
159
Steinberg Global Asset Management
Florida
$772K -$51.4K -942 -6%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$760K +$80.3K +1,471 +12%
UR
161
USCA RIA
Texas
$749K +$34.4K +630 +5%
NCM
162
Narwhal Capital Management
Georgia
$734K – – –
EAM
163
Evanson Asset Management
California
$726K -$180K -3,291 -20%
BOS
164
Bingham Osborn & Scarborough
California
$712K -$48.6K -891 -6%
RJT
165
Raymond James Trust
Florida
$710K +$9.32K +171 +1%
MWM
166
Merriman Wealth Management
Washington
$705K +$705K +12,925 New
PA
167
Parallel Advisors
California
$692K +$75.8K +1,390 +12%
AAM
168
Autus Asset Management
Arizona
$685K -$17.2K -315 -2%
CAN
169
Cetera Advisor Networks
California
$675K +$43.4K +794 +7%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$674K -$3.06K -56 -0.5%
DY
171
Dowling & Yahnke
California
$669K – – –
CB
172
Chemical Bank
Michigan
$659K +$32.3K +593 +5%
PAG
173
Private Advisor Group
New Jersey
$638K -$701K -12,862 -52%
GMA
174
Goldstein Munger & Associates
California
$636K -$41.7K -765 -6%
DWT
175
Dorsey & Whitney Trust
South Dakota
$632K +$632K +11,588 New
5 6
7
8 9