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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 %
BWM
176
Bernicke Wealth Management
Wisconsin
$606K -$17.8K -326 -3%
Brown Advisory
177
Brown Advisory
Maryland
$605K +$183K +3,359 +43%
TF
178
TIAA FSB
Florida
$596K -$83.8K -1,537 -12%
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K +$260K +4,761 +79%
PSUF
180
People's United Financial
Connecticut
$582K +$37.8K +692 +7%
AF
181
Alerus Financial
North Dakota
$568K – – –
CI
182
Conning Inc
Connecticut
$562K – – –
RWA
183
Ropes Wealth Advisors
Massachusetts
$557K – – –
SC
184
SouthState Corp
Florida
$554K – – –
Citigroup
185
Citigroup
New York
$553K +$49.7K +917 +10%
BO
186
BRR OpCo
Ohio
$550K +$1.47K +27 +0.3%
WI
187
WrapManager Inc
California
$542K +$8.79K +161 +2%
WP
188
WealthSource Partners
California
$541K – – –
KWM
189
Kingsview Wealth Management
Oregon
$526K -$73.3K -1,343 -12%
TFF
190
The Family Firm
Maryland
$521K – – –
SWM
191
SVA Wealth Management
Wisconsin
$518K +$37.9K +695 +8%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$495K -$438K -8,027 -47%
FAIM
193
Financial Advocates Investment Management
Washington
$470K +$44.4K +814 +10%
JAM
194
Jolley Asset Management
North Carolina
$447K – – –
LWAC
195
Laurel Wealth Advisors (California)
California
$444K – – –
TCM
196
TD Capital Management
Tennessee
$433K – – –
CS
197
Comerica Securities
Michigan
$432K +$229K +4,206 +113%
AI
198
Accredited Investors
Minnesota
$419K +$60.6K +1,110 +17%
Creative Planning
199
Creative Planning
Kansas
$416K -$3.49K -64 -0.8%
TAM
200
Tocqueville Asset Management
New York
$404K -$21.8K -400 -5%
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