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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

138 hedge funds and large institutions have $1.31B invested in iShares MSCI EAFE Value ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
4.48%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
26
Increased
61
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$329M
2
MWM
2
Merriman Wealth Management
Washington
$14.7M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$61.3M
4
US Bancorp
4
US Bancorp
Minnesota
$59.6M
5
IFS
5
Ifrah Financial Services
Arkansas
$7.69M

Top Sellers

1
WTIM
1
Wilmington Trust Investment Management
Delaware
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$62M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
TAG
4
Tactical Allocation Group
Michigan
$37M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
26
Zhang Financial
Michigan
$11.3M +$12.4K +228 +0.1%
MAA
27
Managed Account Advisors
New Jersey
$9.47M +$873K +16,040 +10%
Goldman Sachs
28
Goldman Sachs
New York
$9.36M -$1.55M -28,436 -14%
OC
29
Oppenheimer & Co
New York
$9.09M +$4.47M +82,170 +97%
MOACM
30
Mutual of America Capital Management
New York
$8.95M -$2.83M -52,100 -24%
BSW
31
Buckingham Strategic Wealth
Missouri
$7.92M -$45.9K -844 -0.6%
IFS
32
Ifrah Financial Services
Arkansas
$7.69M +$7.69M +141,283 New
BAAM
33
Baker Avenue Asset Management
California
$7.51M +$7.51M +138,090 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$7.46M +$875K +16,077 +13%
MA
35
MUFG Americas
New York
$6.56M +$474K +8,710 +8%
CCM
36
Carlson Capital Management
Minnesota
$6.45M -$35.8K -658 -0.6%
GT
37
Glenmede Trust
Pennsylvania
$6.44M +$482K +8,861 +8%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$6.33M +$841K +15,463 +15%
BP
39
Banyan Partners
Florida
$5.21M +$5.21M +95,820 New
William Blair & Company
40
William Blair & Company
Illinois
$4.76M +$1.47M +27,000 +45%
1GA
41
1st Global Advisors
Texas
$4.64M -$288K -5,293 -6%
CB
42
Commerce Bank
Missouri
$4.51M +$250K +4,591 +6%
SGK
43
Steigerwald Gordon & Koch
Virginia
$3.69M +$33.9K +631 +0.9%
Jane Street
44
Jane Street
New York
$3.4M -$1.34M -24,575 -28%
LPL Financial
45
LPL Financial
California
$3.39M -$27.6K -496 -0.8%
BCI
46
Brinker Capital Investments
Pennsylvania
$3.05M +$3.05M +56,130 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3M +$45.9K +843 +2%
AssetMark Inc
48
AssetMark Inc
California
$2.9M +$2.9M +53,265 New
PI
49
Placemark Investments
Illinois
$2.85M +$66.3K +1,217 +2%
Nomura Holdings
50
Nomura Holdings
Japan
$2.69M +$2.69M +49,432 New
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