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iShares MSCI EAFE Value ETF
EFV

120 hedge funds and large institutions have $1.79B invested in iShares MSCI EAFE Value ETF in 2013 Q2 according to their latest regulatory filings, with 120 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.28% more ownership

Funds ownership: 0% → 59.28% (+59%)

Holders
120
Holders Change
+120
Holders Change %
–
% of All Funds
3.92%
Holding in Top 10
12
Holding in Top 10 Change
+12
Holding in Top 10 Change %
% of All Funds
0.39%
New
120
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
26
Zhang Financial
Michigan
$10M +$10.6M +206,682 New
Goldman Sachs
27
Goldman Sachs
New York
$9.7M +$10.3M +200,531 New
LW
28
Linscomb Wealth
Texas
$8.01M +$8.5M +165,543 New
MAA
29
Managed Account Advisors
New Jersey
$7.64M +$8.12M +158,016 New
U
30
UBS
Switzerland
$7.43M +$7.89M +153,534 New
BSW
31
Buckingham Strategic Wealth
Missouri
$7.08M +$7.52M +146,377 New
JP Morgan Chase
32
JP Morgan Chase
New York
$5.85M +$6.21M +120,986 New
CCM
33
Carlson Capital Management
Minnesota
$5.77M +$6.12M +119,213 New
MA
34
MUFG Americas
New York
$5.51M +$5.74M +111,793 New
GT
35
Glenmede Trust
Pennsylvania
$5.3M +$5.63M +109,584 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4.88M +$5.18M +100,852 New
SBCM
37
Silver Bridge Capital Management
Massachusetts
$4.64M +$4.93M +95,980 New
1GA
38
1st Global Advisors
Texas
$4.38M +$4.65M +90,498 New
Jane Street
39
Jane Street
New York
$4.21M +$4.47M +87,001 New
OC
40
Oppenheimer & Co
New York
$4.11M +$4.36M +84,862 New
CB
41
Commerce Bank
Missouri
$3.79M +$4.03M +78,366 New
V
42
Veritable
Delaware
$3.31M +$3.51M +68,306 New
SGK
43
Steigerwald Gordon & Koch
Virginia
$3.25M +$3.49M +68,039 New
RJA
44
Raymond James & Associates
Florida
$3.17M +$3.37M +65,522 New
LPL Financial
45
LPL Financial
California
$2.98M +$3.16M +61,487 New
William Blair & Company
46
William Blair & Company
Illinois
$2.92M +$3.1M +60,430 New
GF
47
Genworth Financial
Virginia
$2.85M +$3.02M +58,879 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2.63M +$2.79M +54,288 New
PI
49
Placemark Investments
Illinois
$2.47M +$2.62M +51,096 New
FT
50
Fiduciary Trust
Massachusetts
$2.31M +$2.45M +47,772 New
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EFV Hedge Fund Activity: Q2 2013 in Review

120 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q2 2013, worth a combined $1.79B.

Buyers outnumbered sellers: 120 funds opened new EFV positions and 0 closed out — a net gain of 120 holders — while 0 added to existing stakes and 0 trimmed.

  • 120 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.79B of iShares MSCI EAFE Value ETF stock for Q2 2013.
  • 120 funds opened new iShares MSCI EAFE Value ETF positions in Q2 2013 and 0 closed out, a net change of +120 holders.

Based on aggregated 13F filings for Q2 2013.