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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$358M 6,255,584 +206,377 +3%
Bank of America
2
Bank of America
North Carolina
$79.5M 1,390,327 +217,371 +19%
Wells Fargo
3
Wells Fargo
California
$77.9M 1,361,217 +210,412 +18%
US Bancorp
4
US Bancorp
Minnesota
$75.8M 1,324,463 +229,319 +21%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$75.3M 1,317,127 +29,377 +2%
Natixis Advisors
6
Natixis Advisors
Massachusetts
$69.9M 1,221,184 +93,656 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$67M 1,171,358 +32,113 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$66.2M 1,156,801 +73,219 +7%
TAG
9
Tactical Allocation Group
Michigan
$43.4M 758,159 +77,786 +11%
RIG
10
RiverFront Investment Group
Virginia
$42.2M 737,448 +8,748 +1%
EA
11
Efficient Advisors
Ohio
$31.1M 543,143 +12,530 +2%
Truist Financial
12
Truist Financial
North Carolina
$27.5M 480,777 +140,021 +41%
Morgan Stanley
13
Morgan Stanley
New York
$27.5M 480,415 +72,250 +18%
ACH
14
Axis Capital Holdings
Bermuda
$24.5M 428,343 – –
UCFA
15
United Capital Financial Advisors
Texas
$24.1M 420,635 +17,547 +4%
PIA
16
Peachtree Investment Advisors
Georgia
$16.9M 295,602 +295,602 New
Northern Trust
17
Northern Trust
Illinois
$16.8M 293,061 +50,273 +21%
LW
18
Linscomb Wealth
Texas
$16.6M 290,651 +54,045 +23%
U
19
UBS
Switzerland
$16.6M 289,365 +78,442 +37%
SMA
20
Simply Money Advisors
Ohio
$15.5M 271,389 -216,056 -44%
MWM
21
Merriman Wealth Management
Washington
$15.4M 269,022 -518 -0.2%
ACM
22
Ashford Capital Management
Delaware
$15.3M 267,484 +33,345 +14%
CWM
23
Cranbrook Wealth Management
Michigan
$15.2M 265,046 +265,046 New
TCM
24
TD Capital Management
Tennessee
$14.9M 261,166 -8,628 -3%
BTS
25
BB&T Securities
Virginia
$14.9M 26,104 +1,604 +7%
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