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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 %
PA
176
Parallel Advisors
California
$624K +$663 +12 +0.1%
KWM
177
Kingsview Wealth Management
Oregon
$606K +$147K +2,664 +32%
CL
178
CPWM LLC
Washington
$602K – – –
AF
179
Alerus Financial
North Dakota
$575K – – –
CI
180
Conning Inc
Connecticut
$568K -$135K -2,440 -19%
RWA
181
Ropes Wealth Advisors
Massachusetts
$563K +$11.4K +207 +2%
SC
182
SouthState Corp
Florida
$561K +$9.94K +180 +2%
BO
183
BRR OpCo
Ohio
$555K +$4.64K +84 +0.8%
PSUF
184
People's United Financial
Connecticut
$550K -$39.2K -710 -7%
WP
185
WealthSource Partners
California
$547K -$12.7K -230 -2%
WI
186
WrapManager Inc
California
$539K -$5.02K -91 -0.9%
TFF
187
The Family Firm
Maryland
$527K +$23.3K +422 +5%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$524K -$883 -16 -0.2%
Citigroup
189
Citigroup
New York
$513K +$73.9K +1,339 +17%
Comerica Bank
190
Comerica Bank
Texas
$509K +$248K +4,178 +95%
SWM
191
SVA Wealth Management
Wisconsin
$486K -$38.3K -695 -7%
JAM
192
Jolley Asset Management
North Carolina
$452K – – –
LWAC
193
Laurel Wealth Advisors (California)
California
$449K – – –
TCM
194
TD Capital Management
Tennessee
$438K -$3.86K -70 -0.9%
TAM
195
Tocqueville Asset Management
New York
$431K +$199K +3,600 +86%
FAIM
196
Financial Advocates Investment Management
Washington
$430K +$430K +7,800 New
Brown Advisory
197
Brown Advisory
Maryland
$427K +$19.1K +345 +5%
BUB
198
BBVA USA Bancshares
Texas
$425K +$425K +7,700 New
Creative Planning
199
Creative Planning
Kansas
$424K +$174K +3,146 +69%
MFT
200
Moisand Fitzgerald Tamayo
Florida
$415K -$26.6K -483 -6%
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