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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

313 hedge funds and large institutions have $3.74B invested in iShares MSCI EAFE Value ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
7.18%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.57%
New
32
Increased
120
Reduced
100
Closed
37
Calls
–
Puts
$701K
Net Calls
-$701K
Net Calls Change
-$488K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
2
UBS Group
UBS Group
Switzerland
+$28M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
FT
Fiduciary Trust
Massachusetts
+$19.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$826M
2
RIG
RiverFront Investment Group
Virginia
-$157M
3
RJA
Raymond James & Associates
Florida
-$62.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$50.2M
5
Wells Fargo
Wells Fargo
California
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABTD
151
Arvest Bank Trust Division
Oklahoma
$773K – – –
CAL
152
Capital Analysts LLC
Pennsylvania
$769K – – –
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$764K +$35.1K +684 +5%
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$761K +$127K +2,465 +20%
KeyBank National Association
155
KeyBank National Association
Ohio
$759K -$68.1K -1,326 -8%
CHC
156
City Holding Co
West Virginia
$753K – – –
SC
157
SouthState Corp
Florida
$753K +$231K +4,495 +44%
UR
158
USCA RIA
Texas
$751K +$45.7K +889 +6%
GTAM
159
Global Trust Asset Management
Florida
$743K -$18.2K -355 -2%
SFA
160
Sequoia Financial Advisors
Ohio
$720K -$66.8K -1,301 -8%
CB
161
Chemical Bank
Michigan
$692K +$71.4K +1,390 +11%
NCM
162
Narwhal Capital Management
Georgia
$691K – – –
EAM
163
Evanson Asset Management
California
$685K +$1.8K +35 +0.3%
BOS
164
Bingham Osborn & Scarborough
California
$684K +$14.4K +280 +2%
SGAM
165
Steinberg Global Asset Management
Florida
$681K -$45.3K -882 -6%
MWM
166
Merriman Wealth Management
Washington
$665K +$1.59K +31 +0.2%
PA
167
Parallel Advisors
California
$652K +$1.23K +24 +0.2%
DY
168
Dowling & Yahnke
California
$630K +$565 +11 +0.1%
RIA
169
RPG Investment Advisory
California
$627K -$495K -9,650 -44%
CAN
170
Cetera Advisor Networks
California
$621K -$12.8K -249 -2%
WT
171
Whittier Trust
California
$616K +$616K +12,000 New
Brown Advisory
172
Brown Advisory
Maryland
$603K +$33.6K +654 +6%
GMA
173
Goldstein Munger & Associates
California
$597K -$1.03K -20 -0.2%
AAM
174
Autus Asset Management
Arizona
$564K -$80.6K -1,571 -13%
TF
175
TIAA FSB
Florida
$559K -$2.36K -46 -0.4%
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