EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

188 hedge funds and large institutions have $1.76B invested in iShares MSCI EAFE Value ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
5.07%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
26
Increased
78
Reduced
44
Closed
17
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$999K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$495M
2
Jane Street
2
Jane Street
New York
$22.4M
3
Bank of America
3
Bank of America
North Carolina
$142M
4
CS
4
Credit Suisse
Switzerland
$20.8M
5
PL
5
Plancorp LLC
Missouri
$7.56M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.8M
3
IFS
3
Ifrah Financial Services
Arkansas
$0
4
FA
4
FDx Advisors
Illinois
$322K
5
Nomura Holdings
5
Nomura Holdings
Japan
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$150K +$150K +2,900 New
BWA
152
Burt Wealth Advisors
Maryland
$136K – – –
NFG
153
NewFocus Financial Group
Washington
$130K – – –
MWP
154
MYCIO Wealth Partners
Pennsylvania
$117K +$10.2K +195 +10%
ACS
155
Archford Capital Strategies
Illinois
$110K – – –
EWM
156
Evercore Wealth Management
New York
$101K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$88.1K – – –
TCM
158
Tradewinds Capital Management
Washington
$79K +$72.2K +1,372 +1,064%
TRCT
159
Tower Research Capital (TRC)
New York
$79K +$75.4K +1,448 +2,069%
IF
160
Ironwood Financial
Arizona
$65K – – –
DADC
161
D.A. Davidson & Co
Montana
$64K -$19.3K -373 -23%
FNBT
162
FineMark National Bank & Trust
Florida
$50K +$50K +961 New
BKA
163
Brick & Kyle Associates
Pennsylvania
$44K – – –
RIA
164
Regal Investment Advisors
Michigan
$32K – – –
W
165
Wealthfront
California
$30K -$5.04K -97 -14%
BRWM
166
B. Riley Wealth Management
Tennessee
$28K – – –
CAL
167
Capital Advisors Ltd
Ohio
$26K – – –
JIC
168
Joel Isaacson & Co
New York
$24K +$24K +458 New
IWM
169
Integrated Wealth Management
California
$19K – – –
KCM
170
Karp Capital Management
California
$18K – – –
DBT
171
Dubuque Bank & Trust
Iowa
$18K – – –
CC
172
Cassaday & Co
Virginia
$16K +$16K +300 New
PSI
173
Pinnacle Summer Investments
Virginia
$14K +$14K +273 New
TCOV
174
Trust Company of Vermont
Vermont
$13K +$13K +239 New
AA
175
Apriem Advisors
California
$13K +$13K +250 New
5 6
7
8 9