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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.

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
1
AllianceBernstein
Tennessee
$255M
2
Ameriprise
2
Ameriprise
Minnesota
$882M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$174M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.3M
5
Bank of America
5
Bank of America
North Carolina
$210M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
M&T Bank
2
M&T Bank
New York
$53.8M
3
DT
3
Diversified Trust
Tennessee
$116M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
GI
5
Glovista Investments
New Jersey
$7.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$957M 17,341,961 -63,979 -0.4%
Ameriprise
2
Ameriprise
Minnesota
$882M 15,986,572 +514,893 +3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$255M 4,614,374 +4,614,374 New
RIG
4
RiverFront Investment Group
Virginia
$222M 4,026,721 +35,213 +0.9%
Bank of America
5
Bank of America
North Carolina
$210M 3,809,993 +325,437 +9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$174M 3,153,876 +406,225 +15%
BCI
7
Brinker Capital Investments
Pennsylvania
$165M 2,993,175 +201,413 +7%
Wells Fargo
8
Wells Fargo
California
$164M 2,968,201 +51,369 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$127M 2,295,618 +37,848 +2%
DT
10
Diversified Trust
Tennessee
$116M 2,107,023 -373,807 -15%
RJA
11
Raymond James & Associates
Florida
$72.3M 1,309,015 +59,048 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$68.6M 1,243,364 -166,169 -12%
RC
13
Rinet Company
Massachusetts
$68.6M 1,243,122 +1,211 +0.1%
US Bancorp
14
US Bancorp
Minnesota
$59.9M 1,085,624 +52,902 +5%
MIS
15
Morningstar Investment Services
Illinois
$59.3M 1,074,350 +143,627 +15%
M&T Bank
16
M&T Bank
New York
$53.8M 975,013 -432,661 -31%
Morgan Stanley
17
Morgan Stanley
New York
$43.3M 784,688 +38,064 +5%
MOACM
18
Mutual of America Capital Management
New York
$38.1M 689,386 +23,704 +4%
Truist Financial
19
Truist Financial
North Carolina
$37.6M 680,814 +11,820 +2%
Jane Street
20
Jane Street
New York
$33.8M 611,743 +283,611 +86%
EA
21
Efficient Advisors
Ohio
$33.7M 610,716 +189 +0%
UBS Group
22
UBS Group
Switzerland
$31.8M 575,963 +37,436 +7%
BlackRock
23
BlackRock
New York
$31.7M 574,356 -5,286 -0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30M 544,122 -5,538 -1%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$25.3M 458,866 +14,549 +3%
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