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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 %
TCM
201
TD Capital Management
Tennessee
$421K – – –
LIM
202
Leavell Investment Management
Alabama
$371K – – –
SWM
203
SVA Wealth Management
Wisconsin
$363K -$45.9K -885 -11%
MC
204
Middleton & Co
Massachusetts
$340K – – –
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$340K +$103K +1,994 +44%
SFM
206
Signet Financial Management
New Jersey
$339K -$26.4K -510 -7%
DMC
207
Drexel Morgan & Co
Pennsylvania
$327K +$327K +6,305 New
MFT
208
Moisand Fitzgerald Tamayo
Florida
$326K – – –
BDF
209
Balasa Dinverno & Foltz
$322K +$43.6K +841 +16%
FHB
210
First Hawaiian Bank
Hawaii
$318K – – –
AA
211
Advisory Alpha
Michigan
$312K +$103K +2,170 +49%
WB
212
WesBanco Bank
West Virginia
$309K -$22K -422 -7%
DHFB
213
Dixon Hubard Feinour & Brown
Virginia
$293K – – –
SWP
214
Stratos Wealth Partners
Ohio
$291K -$7.88K -152 -3%
PFC
215
Personal Financial Consultants
California
$286K +$286K +5,504 New
TL
216
TrueWealth LLC
Georgia
$272K -$14K -270 -5%
BCM
217
Boltwood Capital Management
California
$272K – – –
WA
218
Wealth Architects
California
$269K +$14.1K +271 +6%
PWM
219
Paulson Wealth Management
Illinois
$266K +$58.6K +1,201 +28%
DAS
220
Dynamic Advisor Solutions
Arizona
$265K +$15.1K +290 +6%
BRWM
221
B. Riley Wealth Management
Tennessee
$264K +$264K +5,089 New
GG
222
Gofen & Glossberg
Illinois
$248K +$248K +4,771 New
FAIM
223
Financial Advocates Investment Management
Washington
$243K -$224K -4,314 -48%
AWM
224
Avior Wealth Management
Nebraska
$239K +$882 +17 +0.4%
EWM
225
Evercore Wealth Management
New York
$227K – – –
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9
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