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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 %
NFG
151
NewFocus Financial Group
Washington
$132K +$132K +2,479 New
KT
152
Kanaly Trust
Texas
$127K -$13.8K -260 -10%
ACS
153
Archford Capital Strategies
Illinois
$112K +$112K +2,100 New
MWP
154
MYCIO Wealth Partners
Pennsylvania
$109K – – –
EWM
155
Evercore Wealth Management
New York
$103K +$103K +1,925 New
DADC
156
D.A. Davidson & Co
Montana
$85K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$80.2K – – –
IF
158
Ironwood Financial
Arizona
$66K – – –
TWA
159
TCI Wealth Advisors
Arizona
$51K – – –
BKA
160
Brick & Kyle Associates
Pennsylvania
$45K +$45K +850 New
W
161
Wealthfront
California
$36K +$36K +674 New
RIA
162
Regal Investment Advisors
Michigan
$33K +$22.3K +415 +208%
BRWM
163
B. Riley Wealth Management
Tennessee
$28K +$12.8K +246 +85%
AF
164
Arrow Financial
New York
$27K – – –
ONB
165
Old National Bancorp
Indiana
$27K +$27K +513 New
CAL
166
Capital Advisors Ltd
Ohio
$26K – – –
MWAN
167
Mariner Wealth Advisors (NYC)
Kansas
$19K +$19K +348 New
IWM
168
Integrated Wealth Management
California
$19K +$19K +362 New
KCM
169
Karp Capital Management
California
$18K – – –
HCM
170
Horrell Capital Management
Arkansas
$18K – – –
DBT
171
Dubuque Bank & Trust
Iowa
$18K +$18K +344 New
WCM
172
Wealthcare Capital Management
Virginia
$11K +$9.51K +185 +638%
SF
173
Synovus Financial
Georgia
$9K – – –
WA
174
WFG Advisors
Texas
$8K -$107 -2 -1%
ASN
175
Advisory Services Network
Georgia
$8K +$8K +150 New
4 5 6
7
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