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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

138 hedge funds and large institutions have $1.31B invested in iShares MSCI EAFE Value ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
4.48%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
26
Increased
61
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$329M
2
MWM
2
Merriman Wealth Management
Washington
$14.7M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$61.3M
4
US Bancorp
4
US Bancorp
Minnesota
$59.6M
5
IFS
5
Ifrah Financial Services
Arkansas
$7.69M

Top Sellers

1
WTIM
1
Wilmington Trust Investment Management
Delaware
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$62M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
TAG
4
Tactical Allocation Group
Michigan
$37M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Alesco Advisors
New York
$2.6M +$51.1K +940 +2%
FT
52
Fiduciary Trust
Massachusetts
$2.57M -$30K -551 -1%
RJA
53
Raymond James & Associates
Florida
$2.42M -$1.14M -21,032 -32%
AL
54
Aspiriant LLC
California
$2.38M +$274K +5,036 +13%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$2.32M -$4.03K -74 -0.2%
Brown Advisory
56
Brown Advisory
Maryland
$2.3M +$43K +790 +2%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$2.12M +$284K +5,224 +15%
V
58
Veritable
Delaware
$2.08M -$1.64M -30,120 -44%
Comerica Bank
59
Comerica Bank
Texas
$1.97M +$15.9K +293 +0.8%
CCM
60
Condor Capital Management
New Jersey
$1.75M +$268K +4,917 +18%
BF
61
BOK Financial
Oklahoma
$1.64M +$111K +2,044 +7%
SC
62
Savant Capital
Illinois
$1.59M +$113K +2,076 +8%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.5M -$11M -201,477 -88%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.49M +$88K +1,618 +6%
Barclays
65
Barclays
United Kingdom
$1.33M -$93.7K -1,736 -7%
GA
66
GFS Advisors
Texas
$1.27M +$64.1K +1,179 +5%
LC
67
Lourd Capital
California
$1.17M +$1.17M +21,565 New
RC
68
Riversville Capital
Connecticut
$1.17M – – –
SNC
69
Stifel Nicolaus & Co
Missouri
$1.14M +$703K +12,918 +160%
GMA
70
Goldstein Munger & Associates
California
$1.09M -$71.6K -1,315 -6%
CA
71
Cetera Advisors
Colorado
$1.06M -$3.53K -65 -0.3%
PP
72
Palladium Partners
Virginia
$981K -$12.8K -235 -1%
GIA
73
GHP Investment Advisors
Colorado
$906K +$53.9K +990 +6%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$809K -$126K -2,323 -14%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$776K -$68.9K -1,266 -8%
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