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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

138 hedge funds and large institutions have $1.31B invested in iShares MSCI EAFE Value ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
4.48%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
26
Increased
61
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$329M
2
MWM
2
Merriman Wealth Management
Washington
$14.7M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$61.3M
4
US Bancorp
4
US Bancorp
Minnesota
$59.6M
5
IFS
5
Ifrah Financial Services
Arkansas
$7.69M

Top Sellers

1
WTIM
1
Wilmington Trust Investment Management
Delaware
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$62M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
SBCM
4
Silver Bridge Capital Management
Massachusetts
$0
5
TAG
5
Tactical Allocation Group
Michigan
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$329M 6,049,207 +335,685 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$70.1M 1,287,750 -40,157 -3%
Bank of America
3
Bank of America
North Carolina
$63.8M 1,172,956 +78,043 +7%
Wells Fargo
4
Wells Fargo
California
$62.6M 1,150,805 +66,990 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62M 1,139,245 -202,029 -15%
Natixis Advisors
6
Natixis Advisors
Massachusetts
$61.3M 1,127,528 +187,409 +20%
US Bancorp
7
US Bancorp
Minnesota
$59.6M 1,095,144 +167,640 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$59M 1,083,582 -73,373 -6%
RIG
9
RiverFront Investment Group
Virginia
$39.6M 728,700 +848 +0.1%
TAG
10
Tactical Allocation Group
Michigan
$37M 680,373 -77,573 -10%
EA
11
Efficient Advisors
Ohio
$28.9M 530,613 +19,755 +4%
SMA
12
Simply Money Advisors
Ohio
$26.5M 487,445 +71,875 +17%
ACH
13
Axis Capital Holdings
Bermuda
$23.3M 428,343 +6,673 +2%
Morgan Stanley
14
Morgan Stanley
New York
$22.2M 408,165 +53,224 +15%
UCFA
15
United Capital Financial Advisors
Texas
$21.9M 403,088 +28,153 +8%
Truist Financial
16
Truist Financial
North Carolina
$18.5M 340,756 +85,136 +33%
TCM
17
TD Capital Management
Tennessee
$14.7M 269,794 +6,748 +3%
MWM
18
Merriman Wealth Management
Washington
$14.7M 269,540 +269,540 New
Axa
19
Axa
France
$13.9M 254,910 – –
BTS
20
BB&T Securities
Virginia
$13.3M 24,500 +1,419 +6%
Northern Trust
21
Northern Trust
Illinois
$13.2M 242,788 +2,872 +1%
LW
22
Linscomb Wealth
Texas
$12.9M 236,606 +71,063 +43%
ACM
23
Ashford Capital Management
Delaware
$12.7M 234,139 +26,537 +13%
IFA
24
Interactive Financial Advisors
Illinois
$12.1M 222,779 +11,331 +5%
U
25
UBS
Switzerland
$11.5M 210,923 +57,389 +37%
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