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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 %
BTIS
201
BB&T Investment Services
North Carolina
$413K +$69.6K +1,258 +20%
WB
202
WesBanco Bank
West Virginia
$398K +$16.8K +304 +4%
LIM
203
Leavell Investment Management
Alabama
$394K +$32.3K +585 +9%
SWP
204
Stratos Wealth Partners
Ohio
$375K +$1.27K +23 +0.3%
MC
205
Middleton & Co
Massachusetts
$362K – – –
AI
206
Accredited Investors
Minnesota
$362K +$26.8K +485 +8%
Verition Fund Management
207
Verition Fund Management
Connecticut
$352K +$352K +6,380 New
BRWA
208
B. Riley Wealth Advisors
Florida
$340K +$25.9K +468 +8%
KA
209
Kovack Advisors
Florida
$340K +$340K +6,151 New
FHB
210
First Hawaiian Bank
Hawaii
$339K – – –
WS
211
Wedbush Securities
California
$339K +$31.2K +566 +10%
SFM
212
Signet Financial Management
New Jersey
$337K -$22.5K -408 -6%
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$333K +$101K +1,834 +44%
FTUS
214
Flow Traders U.S.
New York
$311K +$311K +5,627 New
FCH
215
Freestone Capital Holdings
Washington
$304K +$304K +5,505 New
TC
216
Telemus Capital
Michigan
$283K +$64.5K +1,169 +30%
TL
217
TrueWealth LLC
Georgia
$273K +$273K +4,954 New
ACM
218
AlphaStar Capital Management
North Carolina
$269K +$269K +4,865 New
WA
219
Wealth Architects
California
$266K +$3.2K +58 +1%
CA
220
Continuum Advisory
Idaho
$266K +$58.1K +1,053 +28%
AIA
221
Allegis Investment Advisors
Idaho
$264K +$264K +4,780 New
DADC
222
D.A. Davidson & Co
Montana
$255K +$255K +4,623 New
BDF
223
Balasa Dinverno & Foltz
$253K +$15.1K +273 +6%
AWM
224
Avior Wealth Management
Nebraska
$251K +$16.6K +301 +7%
IWC
225
Integrated Wealth Concepts
Massachusetts
$250K +$250K +4,403 New
7 8
9
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