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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

181 hedge funds and large institutions have $1.71B invested in iShares MSCI EAFE Value ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
4.83%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
21
Increased
66
Reduced
57
Closed
13
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$553K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$54.1M
2
Wells Fargo
Wells Fargo
California
+$25.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.6M
4
BCI
Brinker Capital Investments
Pennsylvania
+$13.3M
5
SFA
Sequoia Financial Advisors
Ohio
+$7.65M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$21.3M
2
LW
Linscomb Wealth
Texas
-$20.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.5M
4
M&T Bank
M&T Bank
New York
-$13.5M
5
Axa
Axa
France
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Peachtree Investment Advisors
Georgia
$10.7M -$2.16M -40,485 -17%
OCM
27
One Capital Management
California
$10.5M +$1.22M +22,984 +13%
IFA
28
Interactive Financial Advisors
Illinois
$10.5M -$1.02M -19,147 -9%
RJA
29
Raymond James & Associates
Florida
$8.83M -$1.2M -22,448 -12%
BSW
30
Buckingham Strategic Wealth
Missouri
$8.55M -$693 -13 -0%
GT
31
Glenmede Trust
Pennsylvania
$8.49M -$186K -3,485 -2%
IFS
32
Ifrah Financial Services
Arkansas
$7.65M +$449K +8,436 +6%
SFA
33
Sequoia Financial Advisors
Ohio
$7.65M +$7.65M +143,563 New
FA
34
FDx Advisors
Illinois
$7.49M +$623K +11,693 +9%
MA
35
MUFG Americas
New York
$7.37M -$390K -7,315 -5%
MAA
36
Managed Account Advisors
New Jersey
$7.12M -$21.3M -400,013 -75%
Nomura Holdings
37
Nomura Holdings
Japan
$7.07M – – –
ACM
38
Ashford Capital Management
Delaware
$6.99M -$1.74M -32,604 -20%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$6.53M +$368K +6,915 +6%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$5.88M -$439K -8,234 -7%
CCM
41
Carlson Capital Management
Minnesota
$5.81M -$91.9K -1,725 -2%
1GA
42
1st Global Advisors
Texas
$5.78M +$730K +13,693 +14%
MMLI
43
Massachusetts Mutual Life Insurance
Massachusetts
$5.61M +$5.61M +105,368 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$4.63M -$560K -10,507 -11%
BF
45
BOK Financial
Oklahoma
$4.49M +$736K +13,807 +20%
FT
46
Fiduciary Trust
Massachusetts
$4.13M +$841K +15,783 +26%
AL
47
Aspiriant LLC
California
$3.66M +$136K +2,552 +4%
UCFA
48
United Capital Financial Advisors
Texas
$3.63M +$54.6K +985 +2%
SRSA
49
S.R. Schill & Associates
Washington
$3.53M -$548K -10,279 -13%
BTS
50
BB&T Securities
Virginia
$3.35M -$664K -1,247 -17%
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