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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

311 hedge funds and large institutions have $4.49B invested in iShares MSCI EAFE Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.12%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.55%
New
30
Increased
123
Reduced
91
Closed
30
Calls
–
Puts
$493K
Net Calls
-$493K
Net Calls Change
+$208K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M
2
US Bancorp
US Bancorp
Minnesota
+$96.8M
3
FT
Fiduciary Trust
Massachusetts
+$84.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$38M

Top Sellers

1
SRA
Summit Rock Advisors
New York
-$48.5M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
RIG
RiverFront Investment Group
Virginia
-$20.4M
4
Wells Fargo
Wells Fargo
California
-$7.05M
5
HNB
Huntington National Bank
Ohio
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
RPG Investment Advisory
California
$627K -$7.11K -137 -1%
WT
177
Whittier Trust
California
$623K – – –
CS
178
Comerica Securities
Michigan
$617K +$166K +3,200 +37%
PSUF
179
People's United Financial
Connecticut
$587K +$54.1K +1,042 +10%
CA
180
Cetera Advisors
Colorado
$566K -$1.36M -26,386 -71%
UAS
181
United Asset Strategies
New York
$559K -$266K -5,120 -32%
TF
182
TIAA FSB
Florida
$546K -$19.5K -376 -3%
AF
183
Alerus Financial
North Dakota
$540K – – –
AAM
184
Autus Asset Management
Arizona
$539K -$32K -615 -6%
MOS
185
MGO One Seven
Ohio
$539K +$539K +10,383 New
RWA
186
Ropes Wealth Advisors
Massachusetts
$535K +$4.57K +88 +0.9%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$535K +$535K +10,306 New
CI
188
Conning Inc
Connecticut
$534K – – –
WI
189
WrapManager Inc
California
$533K +$22.3K +429 +4%
BO
190
BRR OpCo
Ohio
$532K +$1.19K +23 +0.2%
BRWA
191
B. Riley Wealth Advisors
Florida
$530K +$85.6K +1,647 +19%
BWM
192
Bernicke Wealth Management
Wisconsin
$492K -$49.7K -958 -9%
BMCM
193
Bryn Mawr Capital Management
Pennsylvania
$471K -$760K -14,634 -62%
BJL
194
Brighton Jones LLC
Washington
$449K – – –
PFA
195
Pathway Financial Advisors
Vermont
$449K +$449K +9,609 New
Creative Planning
196
Creative Planning
Kansas
$447K -$81.5K -1,570 -15%
JAM
197
Jolley Asset Management
North Carolina
$439K +$13.5K +260 +3%
TFF
198
The Family Firm
Maryland
$430K -$30.4K -585 -7%
CB
199
Community Bank
New York
$428K -$2.59M -49,875 -86%
LWAC
200
Laurel Wealth Advisors (California)
California
$422K – – –
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