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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

193 hedge funds and large institutions have $1.59B invested in iShares MSCI EAFE Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
–
Holders Change %
0%
% of All Funds
5.15%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
29
Increased
70
Reduced
67
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
+$38M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$9.14M
4
PL
Plancorp LLC
Missouri
+$8.7M
5
DBT
Dubuque Bank & Trust
Iowa
+$5.82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35M
2
CS
Credit Suisse
Switzerland
-$22.5M
3
Goldman Sachs
Goldman Sachs
New York
-$14.4M
4
Wells Fargo
Wells Fargo
California
-$13.6M
5
RJA
Raymond James & Associates
Florida
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Chemical Bank
Michigan
$368K +$13.6K +304 +4%
EWA
127
EP Wealth Advisors
California
$361K +$361K +8,040 New
Bessemer Group
128
Bessemer Group
New Jersey
$359K +$180K +4,000 +100%
CA
129
Cetera Advisors
Colorado
$339K +$61.3K +1,366 +22%
DIA
130
Denver Investment Advisors
Colorado
$337K – – –
VFA
131
Voya Financial Advisors
Connecticut
$334K +$24.3K +536 +8%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$319K -$17.3K -386 -5%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$311K +$311K +6,925 New
LWAC
134
Laurel Wealth Advisors (California)
California
$309K +$28K +623 +10%
KeyBank National Association
135
KeyBank National Association
Ohio
$305K +$33.3K +741 +12%
Canada Life
136
Canada Life
Manitoba, Canada
$305K +$305K +6,838 New
BTS
137
BB&T Securities
Virginia
$298K -$345K -7,697 -54%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$276K +$2.33K +52 +0.9%
FTS
139
Fifth Third Securities
Ohio
$265K +$265K +5,908 New
FAAS
140
First Allied Advisory Services
California
$261K +$39.8K +901 +18%
PAG
141
Private Advisor Group
New Jersey
$258K -$99.6K -1,476 -28%
FHB
142
First Hawaiian Bank
Hawaii
$256K – – –
FANJ
143
Financial Architects (New Jersey)
New Jersey
$235K +$19.9K +444 +9%
FMBTD
144
First Midwest Bank Trust Division
Illinois
$232K +$232K +5,170 New
WA
145
Wealth Architects
California
$231K +$10.5K +235 +5%
Brown Advisory
146
Brown Advisory
Maryland
$228K -$61.6K -1,375 -21%
BRWA
147
B. Riley Wealth Advisors
Florida
$213K +$16.7K +372 +8%
RFC
148
Regions Financial Corp
Alabama
$212K -$409K -9,110 -66%
BFPW
149
BOK Financial Private Wealth
Colorado
$210K – – –
3AM
150
3D Asset Management
Connecticut
$205K -$27K -603 -12%
4 5
6
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