iShares MSCI EAFE Value ETF
EFV
322 hedge funds and large institutions have $4.93B invested in iShares MSCI EAFE Value ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 120 increasing their positions, 96 reducing their positions, and 27 closing their positions.
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
25% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 96
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
5% more funds holding
Funds holding: 306 → 322 (+16)
4% more capital invested
Capital invested by funds: $4.76B → $4.93B (+$168M)
0.41% more ownership
Funds ownership: 74.54% → 74.96% (+0.41%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $213K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$167M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$52.8M |
| 3 |
JP Morgan Chase
New York
|
+$52M |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$15.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$33.4M |
| 2 |
Jane Street
New York
|
-$18.7M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$18.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17.9M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$14M |
EFV Hedge Fund Activity: Q1 2018 in Review
322 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2018, worth a combined $4.93B — up 3.5% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new EFV positions and 27 closed out — a net gain of 19 holders — while 120 added to existing stakes and 96 trimmed.
The largest buyer was Ameriprise, adding an estimated $167M. The largest seller was Diversified Trust, cutting an estimated $33.4M.
- 322 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2018, up from 306 in Q4 2017.
- Funds reported $4.93B of iShares MSCI EAFE Value ETF stock for Q1 2018, up 3.5% quarter-over-quarter.
- 46 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2018 and 27 closed out, a net change of +19 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2018 was Ameriprise, an estimated $167M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2018 was Diversified Trust, an estimated $33.4M sold.
Based on aggregated 13F filings for Q1 2018.