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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

188 hedge funds and large institutions have $1.76B invested in iShares MSCI EAFE Value ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
26
Increased
78
Reduced
44
Closed
17
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$999K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$495M
2
Jane Street
2
Jane Street
New York
$22.4M
3
Bank of America
3
Bank of America
North Carolina
$142M
4
CS
4
Credit Suisse
Switzerland
$20.8M
5
PL
5
Plancorp LLC
Missouri
$7.56M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.8M
3
IFS
3
Ifrah Financial Services
Arkansas
$0
4
FA
4
FDx Advisors
Illinois
$322K
5
Nomura Holdings
5
Nomura Holdings
Japan
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parkside Advisors
California
$11.2M +$47.6K +910 +0.4%
ZF
27
Zhang Financial
Michigan
$10.8M -$102K -1,955 -0.9%
Goldman Sachs
28
Goldman Sachs
New York
$10.1M -$1.23M -23,590 -11%
SFA
29
Sequoia Financial Advisors
Ohio
$9.83M +$2.32M +44,364 +31%
IFA
30
Interactive Financial Advisors
Illinois
$9.23M -$1.07M -20,522 -10%
BSW
31
Buckingham Strategic Wealth
Missouri
$8.46M +$61.3K +1,172 +0.7%
MA
32
MUFG Americas
New York
$8.34M +$1M +18,886 +14%
GT
33
Glenmede Trust
Pennsylvania
$8.32M -$14.3K -273 -0.2%
PIA
34
Peachtree Investment Advisors
Georgia
$7.84M -$2.67M -50,960 -25%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$7.78M +$2.01M +38,412 +35%
PL
36
Plancorp LLC
Missouri
$7.56M +$7.56M +144,480 New
MML Investors Services
37
MML Investors Services
Massachusetts
$7.27M +$7.27M +138,841 New
MAA
38
Managed Account Advisors
New Jersey
$7.22M +$227K +4,335 +3%
FT
39
Fiduciary Trust
Massachusetts
$5.78M +$1.73M +33,002 +43%
SAM
40
Stringer Asset Management
Tennessee
$5.78M +$5.78M +110,357 New
CCM
41
Carlson Capital Management
Minnesota
$5.7M -$2.88K -55 -0.1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$5.68M -$729K -13,928 -11%
BF
43
BOK Financial
Oklahoma
$4.9M +$490K +9,363 +11%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$4.78M +$235K +4,487 +5%
AL
45
Aspiriant LLC
California
$4.09M +$495K +9,451 +14%
ACM
46
Ashford Capital Management
Delaware
$3.66M -$3.21M -61,277 -47%
BCM
47
BTC Capital Management
Iowa
$3.55M +$551K +10,531 +18%
SRSA
48
S.R. Schill & Associates
Washington
$3.4M -$65.9K -1,259 -2%
UCFA
49
United Capital Financial Advisors
Texas
$3.39M -$37.5K -716 -1%
SGK
50
Steigerwald Gordon & Koch
Virginia
$3.17M -$76.2K -1,475 -2%
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