EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

181 hedge funds and large institutions have $1.71B invested in iShares MSCI EAFE Value ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
4.83%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
21
Increased
66
Reduced
57
Closed
13
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$553K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$54.1M
2
Wells Fargo
Wells Fargo
California
+$25.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.6M
4
BCI
Brinker Capital Investments
Pennsylvania
+$13.3M
5
SFA
Sequoia Financial Advisors
Ohio
+$7.65M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$21.3M
2
LW
Linscomb Wealth
Texas
-$20.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.5M
4
M&T Bank
M&T Bank
New York
-$13.5M
5
Axa
Axa
France
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGK
51
Steigerwald Gordon & Koch
Virginia
$3.3M -$3.11K -59 -0.1%
CS
52
Credit Suisse
Switzerland
$3.28M +$1.66M +31,244 +103%
AA
53
Alesco Advisors
New York
$3.19M +$39.1K +734 +1%
CCA
54
Checchi Capital Advisers
California
$3.17M -$177K -3,320 -5%
BCM
55
BTC Capital Management
Iowa
$3.05M +$3.05M +57,280 New
LPL Financial
56
LPL Financial
California
$2.7M +$356K +6,637 +15%
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$2.46M +$1.02M +19,086 +70%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$2.45M -$15.5M -290,911 -86%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.39M -$4.9K -92 -0.2%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$2.18M +$943K +17,712 +76%
CB
61
Commerce Bank
Missouri
$2.05M -$68.4K -1,284 -3%
SC
62
Savant Capital
Illinois
$2M -$197K -3,695 -9%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.87M +$200K +3,746 +12%
V
64
Veritable
Delaware
$1.86M -$629K -11,809 -25%
HNB
65
Huntington National Bank
Ohio
$1.8M +$1.8M +33,812 New
PFBT
66
Parkside Financial Bank & Trust
Missouri
$1.72M +$29.7K +557 +2%
Ameriprise
67
Ameriprise
Minnesota
$1.68M +$178K +3,350 +12%
BWM
68
Bernicke Wealth Management
Wisconsin
$1.66M -$910K -17,076 -35%
Stifel Financial
69
Stifel Financial
Missouri
$1.6M +$10.4K +196 +0.7%
Barclays
70
Barclays
United Kingdom
$1.49M +$167K +3,153 +13%
GA
71
GFS Advisors
Texas
$1.44M -$45.6K -856 -3%
SFM
72
Signet Financial Management
New Jersey
$1.4M +$838K +15,728 +150%
Nuveen Asset Management
73
Nuveen Asset Management
Illinois
$1.33M +$1.33M +25,000 New
1IA
74
1834 Investment Advisors
Wisconsin
$1.32M +$35.7K +670 +3%
EAM
75
Evanson Asset Management
California
$1.29M +$65.9K +1,237 +5%
1 2
3
4 5