EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

193 hedge funds and large institutions have $1.73B invested in iShares MSCI EAFE Value ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
37
Increased
73
Reduced
55
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$26.9M
2
BlackRock
2
BlackRock
New York
$26.7M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$481M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
UBS Group
5
UBS Group
Switzerland
$20.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$111M
2
SFA
2
Sequoia Financial Advisors
Ohio
$1.92M
3
PL
3
Plancorp LLC
Missouri
$0
4
PIA
4
Peachtree Investment Advisors
Georgia
$1.17M
5
HNB
5
Huntington National Bank
Ohio
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$11.8M +$642K +13,791 +6%
PA
27
Parkside Advisors
California
$10.3M -$14.2K -306 -0.1%
VKH
28
Virtu KCG Holdings
New York
$10.1M +$9.75M +209,518 +3,071%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.31M +$1.24M +26,652 +15%
ZF
30
Zhang Financial
Michigan
$8.93M -$82.8K -1,779 -0.9%
MA
31
MUFG Americas
New York
$8.89M +$1.12M +24,124 +14%
CG
32
Colony Group
Massachusetts
$8.84M +$7.97M +171,281 +917%
BSW
33
Buckingham Strategic Wealth
Missouri
$8.8M -$42.6K -915 -0.5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$8.46M +$4.32M +92,818 +104%
IFA
35
Interactive Financial Advisors
Illinois
$7.88M -$76.9K -1,652 -1%
CPS
36
Counsel Portfolio Services
Ontario, Canada
$7.71M +$7.71M +165,800 New
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$7.71M +$7.71M +165,800 New
FWP
38
FAS Wealth Partners
Kansas
$7.7M +$7.7M +165,578 New
GT
39
Glenmede Trust
Pennsylvania
$7.67M +$934K +20,085 +14%
FT
40
Fiduciary Trust
Massachusetts
$6.22M +$1.28M +27,504 +26%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5.93M +$623K +13,389 +12%
SAM
42
Stringer Asset Management
Tennessee
$5.58M +$613K +13,178 +12%
CCM
43
Carlson Capital Management
Minnesota
$5.47M -$65.8K -1,414 -1%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$5.47M -$1.43M -30,642 -21%
TCM
45
TD Capital Management
Tennessee
$5.43M -$2.18M -46,916 -29%
LPL Financial
46
LPL Financial
California
$5.26M +$2.82M +61,776 +116%
SRSA
47
S.R. Schill & Associates
Washington
$4.76M +$1.82M +39,043 +62%
1GA
48
1st Global Advisors
Texas
$4.48M – – –
BF
49
BOK Financial
Oklahoma
$4.43M -$283K -6,089 -6%
UCFA
50
United Capital Financial Advisors
Texas
$4.26M +$609K +13,101 +17%
1
2
3 4 5