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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in iShares MSCI EAFE Value ETF in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.55%
New
23
Increased
80
Reduced
30
Closed
7
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M
2
US Bancorp
2
US Bancorp
Minnesota
$75.8M
3
Bank of America
3
Bank of America
North Carolina
$79.5M
4
Wells Fargo
4
Wells Fargo
California
$77.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$358M

Top Sellers

1
SMA
1
Simply Money Advisors
Ohio
$15.5M
2
BP
2
Banyan Partners
Florida
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$0
4
OC
4
Oppenheimer & Co
New York
$5.96M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$1.08M -$37.7K -657 -3%
GIA
77
GHP Investment Advisors
Colorado
$1.07M +$117K +2,054 +12%
GMA
78
Goldstein Munger & Associates
California
$1.07M -$78.4K -1,371 -7%
PP
79
Palladium Partners
Virginia
$1.01M -$19.2K -335 -2%
1IA
80
1834 Investment Advisors
Wisconsin
$911K +$274K +4,797 +43%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$854K +$3.37K +59 +0.4%
NCM
82
Narwhal Capital Management
Georgia
$827K +$240K +4,200 +41%
CHC
83
City Holding Co
West Virginia
$825K +$825K +14,420 New
Ameriprise
84
Ameriprise
Minnesota
$818K +$33K +577 +4%
BOS
85
Bingham Osborn & Scarborough
California
$756K +$915 +16 +0.1%
ECM
86
ETrade Capital Management
Virginia
$738K -$39.8K -696 -5%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$736K +$7.23K +127 +1%
AWA
88
Arete Wealth Advisors
Illinois
$692K +$692K +12,090 New
JA
89
JOYN Advisors
Georgia
$682K -$37.4K -654 -5%
BWAM
90
Boyd Watterson Asset Management
Ohio
$660K +$117K +2,055 +22%
DHFB
91
Dixon Hubard Feinour & Brown
Virginia
$650K +$336K +5,872 +107%
CL
92
CPWM LLC
Washington
$642K -$131K -2,282 -17%
WA
93
WFG Advisors
Texas
$641K +$86K +1,504 +15%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$564K +$60.3K +1,054 +12%
DY
95
Dowling & Yahnke
California
$538K – – –
Invesco
96
Invesco
Georgia
$530K – – –
American Century Companies
97
American Century Companies
Missouri
$523K -$127K -2,227 -20%
3AM
98
3D Asset Management
Connecticut
$484K -$20K -349 -4%
TIM
99
Thornburg Investment Management
New Mexico
$480K +$480K +8,390 New
SFG
100
SNS Financial Group
Minnesota
$478K +$223K +3,893 +87%
2 3
4
5 6