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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 %
HFS
101
HL Financial Services
Kentucky
$472K +$15.8K +276 +3%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$443K +$134K +2,334 +43%
CG
103
Colony Group
Massachusetts
$443K +$224K +3,916 +102%
KeyBank National Association
104
KeyBank National Association
Ohio
$398K +$37.8K +661 +10%
SFA
105
Sequoia Financial Advisors
Ohio
$381K +$381K +6,669 New
BO
106
BRR OpCo
Ohio
$372K – – –
MHS
107
M Holdings Securities
Oregon
$366K +$366K +6,404 New
CAN
108
Cetera Advisor Networks
California
$354K – – –
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$343K -$114K -2,000 -25%
KFS
110
KMS Financial Services
Washington
$339K +$3.32K +58 +1%
Citigroup
111
Citigroup
New York
$328K -$41.3K -722 -11%
FHB
112
First Hawaiian Bank
Hawaii
$326K – – –
HighTower Advisors
113
HighTower Advisors
Illinois
$318K +$55.8K +977 +21%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$315K +$10.6K +185 +3%
NPC
115
National Planning Corporation
California
$310K -$9.11K -159 -3%
JAM
116
Jolley Asset Management
North Carolina
$288K +$288K +5,035 New
CBN
117
Cadence Bank NA
Texas
$282K – – –
BC
118
Brookfield Corp
Ontario, Canada
$269K – – –
TC
119
Telemus Capital
Michigan
$257K +$18.4K +322 +8%
CIA
120
Choate Investment Advisors
Massachusetts
$257K – – –
MWM
121
Modera Wealth Management
New Jersey
$247K -$15.1K -265 -6%
BONST
122
Bank of Nova Scotia Trust
Ontario, Canada
$244K – – –
AIG
123
American International Group
New York
$239K +$67.2K +1,174 +39%
BDF
124
Balasa Dinverno & Foltz
$232K – – –
BJL
125
Brighton Jones LLC
Washington
$230K +$2.86K +50 +1%
3 4
5
6 7