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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 %
Citigroup
176
Citigroup
New York
$554K +$29.5K +574 +6%
BWM
177
Bernicke Wealth Management
Wisconsin
$536K -$34K -663 -6%
AF
178
Alerus Financial
North Dakota
$534K – – –
CI
179
Conning Inc
Connecticut
$529K – – –
PSUF
180
People's United Financial
Connecticut
$527K -$20.4K -397 -4%
BO
181
BRR OpCo
Ohio
$525K +$7.49K +146 +1%
RWA
182
Ropes Wealth Advisors
Massachusetts
$524K – – –
Creative Planning
183
Creative Planning
Kansas
$523K +$132K +2,561 +34%
WI
184
WrapManager Inc
California
$505K -$4.36K -85 -0.9%
FAIM
185
Financial Advocates Investment Management
Washington
$461K +$19.9K +388 +5%
TFF
186
The Family Firm
Maryland
$455K -$35K -681 -7%
CS
187
Comerica Securities
Michigan
$446K +$39K +758 +10%
BJL
188
Brighton Jones LLC
Washington
$445K +$445K +8,657 New
WP
189
WealthSource Partners
California
$443K -$65.7K -1,280 -13%
BRWA
190
B. Riley Wealth Advisors
Florida
$440K +$72.6K +1,411 +20%
PCIA
191
Prime Capital Investment Advisors
Kansas
$440K +$440K +8,566 New
JAM
192
Jolley Asset Management
North Carolina
$421K – – –
LWAC
193
Laurel Wealth Advisors (California)
California
$417K – – –
TCM
194
TD Capital Management
Tennessee
$417K +$9.2K +179 +2%
EWM
195
Empirical Wealth Management
Washington
$410K +$410K +7,985 New
SWM
196
SVA Wealth Management
Wisconsin
$405K -$83.1K -1,618 -17%
KWM
197
Kingsview Wealth Management
Oregon
$402K -$92.2K -1,798 -19%
AI
198
Accredited Investors
Minnesota
$395K +$1.23K +24 +0.3%
LIM
199
Leavell Investment Management
Alabama
$367K – – –
SFM
200
Signet Financial Management
New Jersey
$362K +$38.3K +745 +12%
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