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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

188 hedge funds and large institutions have $1.89B invested in iShares MSCI EAFE Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
5.02%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
21
Increased
69
Reduced
59
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$26.2M
2
AA
ALPS Advisors
Colorado
$13.6M
3
BCI
Brinker Capital Investments
Pennsylvania
$40.7M
4
OMC
Old Mission Capital
Illinois
$11.8M
5
LPL Financial
LPL Financial
California
$8.63M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$18.5M
2
PAS
Park Avenue Securities
New York
$0
3
Wells Fargo
Wells Fargo
California
$96.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$9.84M -$101K -2,187 -1%
MA
27
MUFG Americas
New York
$9.53M +$281K +6,093 +3%
DBT
28
Dubuque Bank & Trust
Iowa
$9.18M +$2.11M +45,670 +30%
LPL Financial
29
LPL Financial
California
$8.63M +$6.26M +136,025 +265%
ZF
30
Zhang Financial
Michigan
$8.34M -$354K -7,660 -4%
IFA
31
Interactive Financial Advisors
Illinois
$8.14M +$28.2K +610 +0.3%
BAAM
32
Baker Avenue Asset Management
California
$7.8M +$4.12M +89,340 +112%
SRSA
33
S.R. Schill & Associates
Washington
$7.26M -$1.65M -35,689 -19%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$7.2M -$724K -15,687 -9%
CCM
35
Carlson Capital Management
Minnesota
$7.06M -$22.6K -489 -0.3%
Citadel Advisors
36
Citadel Advisors
Florida
$6.33M +$649K +14,062 +11%
BII
37
Bainco International Investors
Massachusetts
$6.22M -$106K -2,305 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.01M -$5.96M -129,221 -50%
FT
39
Fiduciary Trust
Massachusetts
$5.99M -$158K -3,425 -3%
FWP
40
FAS Wealth Partners
Kansas
$5.89M +$592K +12,831 +11%
Goldman Sachs
41
Goldman Sachs
New York
$5.49M -$230K -4,990 -4%
IA
42
Independence Advisors
Pennsylvania
$4.87M -$141K -3,049 -3%
1GA
43
1st Global Advisors
Texas
$4.38M – – –
BF
44
BOK Financial
Oklahoma
$4.2M +$133K +2,880 +3%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$3.65M -$138K -2,995 -4%
NFG
46
Nations Financial Group
Iowa
$3.54M -$25.8K -559 -0.7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.53M -$136K -2,955 -4%
GIA
48
GHP Investment Advisors
Colorado
$3.44M +$969K +20,983 +39%
FAT
49
First American Trust
California
$3.43M +$1.44M +31,210 +73%
William Blair & Company
50
William Blair & Company
Illinois
$3.37M -$5.77K -125 -0.2%
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