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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in iShares MSCI EAFE Value ETF in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.55%
New
23
Increased
80
Reduced
30
Closed
7
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M
2
US Bancorp
2
US Bancorp
Minnesota
$75.8M
3
Bank of America
3
Bank of America
North Carolina
$79.5M
4
Wells Fargo
4
Wells Fargo
California
$77.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$358M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$15.5M
2
BP
2
Banyan Partners
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
OC
4
Oppenheimer & Co
New York
$5.96M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M +$13.7M +240,357 +1,686%
MAA
27
Managed Account Advisors
New Jersey
$13.4M +$3.47M +60,581 +35%
Axa
28
Axa
France
$12.9M -$1.68M -29,400 -12%
IFA
29
Interactive Financial Advisors
Illinois
$12.9M +$133K +2,322 +1%
ZF
30
Zhang Financial
Michigan
$11.8M -$43.6K -762 -0.4%
MA
31
MUFG Americas
New York
$10.5M +$3.61M +63,187 +52%
Goldman Sachs
32
Goldman Sachs
New York
$10.3M +$476K +8,325 +5%
MOACM
33
Mutual of America Capital Management
New York
$10.1M +$674K +11,800 +7%
PA
34
Parkside Advisors
California
$10.1M +$10.1M +175,983 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$9.92M +$2.08M +36,338 +27%
BAAM
36
Baker Avenue Asset Management
California
$8.64M +$739K +12,926 +9%
BSW
37
Buckingham Strategic Wealth
Missouri
$8.54M +$218K +3,805 +3%
IFS
38
Ifrah Financial Services
Arkansas
$7.99M -$94.4K -1,651 -1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$7.69M +$1.04M +18,186 +16%
PL
40
Plancorp LLC
Missouri
$7.66M +$7.66M +133,880 New
GT
41
Glenmede Trust
Pennsylvania
$7.29M +$512K +8,954 +8%
CCM
42
Carlson Capital Management
Minnesota
$6.59M -$195K -3,404 -3%
OC
43
Oppenheimer & Co
New York
$5.96M -$3.59M -62,784 -38%
1GA
44
1st Global Advisors
Texas
$4.87M – – –
CB
45
Commerce Bank
Missouri
$4.86M +$110K +1,917 +2%
SGK
46
Steigerwald Gordon & Koch
Virginia
$3.85M -$35.1K -621 -0.9%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.66M +$506K +8,845 +16%
CCA
48
Checchi Capital Advisers
California
$3.57M +$3.57M +62,321 New
BCI
49
Brinker Capital Investments
Pennsylvania
$3.34M +$132K +2,315 +4%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.32M +$1.74M +30,507 +111%
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