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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

225 hedge funds and large institutions have $3.09B invested in iShares MSCI EAFE Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+37
Holders Change %
+19.68%
% of All Funds
5.63%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.58%
New
63
Increased
88
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$292M
2
RIG
2
RiverFront Investment Group
Virginia
$175M
3
Ameriprise
3
Ameriprise
Minnesota
$169M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Bank of America
5
Bank of America
North Carolina
$146M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BII
3
Bainco International Investors
Massachusetts
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$42.7M
5
HNB
5
Huntington National Bank
Ohio
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$19.6M +$780K +16,514 +4%
SCM
27
SCS Capital Management
Massachusetts
$17.1M -$1.82M -38,519 -10%
AA
28
ALPS Advisors
Colorado
$15.6M +$1.72M +36,493 +12%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$13.3M +$13.3M +281,565 New
OCM
30
One Capital Management
California
$13.2M +$183K +3,879 +1%
BAAM
31
Baker Avenue Asset Management
California
$11.6M +$3.65M +77,332 +46%
BSW
32
Buckingham Strategic Wealth
Missouri
$11.2M +$1.12M +23,661 +11%
CWM
33
Cranbrook Wealth Management
Michigan
$11M -$1.77M -37,397 -14%
PA
34
Parkside Advisors
California
$10.8M -$463K -9,808 -4%
MA
35
MUFG Americas
New York
$10.4M +$625K +13,231 +6%
SP
36
Symmetry Partners
Connecticut
$10.4M +$10.4M +219,600 New
PL
37
Plancorp LLC
Missouri
$10M +$10M +212,133 New
DBT
38
Dubuque Bank & Trust
Iowa
$10M +$596K +12,613 +6%
LPL Financial
39
LPL Financial
California
$8.7M -$223K -4,685 -3%
GT
40
Greenleaf Trust
Michigan
$8.47M +$7.1M +150,295 +518%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.38M +$8.38M +177,429 New
SRSA
42
S.R. Schill & Associates
Washington
$8.26M +$832K +17,611 +11%
ZF
43
Zhang Financial
Michigan
$8.26M -$529K -10,887 -6%
IFA
44
Interactive Financial Advisors
Illinois
$8.22M -$114K -2,407 -1%
CCM
45
Carlson Capital Management
Minnesota
$7.24M +$15.5K +329 +0.2%
MML Investors Services
46
MML Investors Services
Massachusetts
$6.96M +$806K +17,066 +13%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$6.95M -$217K -4,723 -3%
FWP
48
FAS Wealth Partners
Kansas
$6.88M +$852K +18,037 +14%
LMIM
49
Lockheed Martin Investment Management
Maryland
$6.86M +$5.08M +107,425 +284%
HAFS
50
Hapanowicz & Associates Financial Services
Pennsylvania
$6.79M +$6.79M +139,494 New
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