iShares MSCI EAFE Value ETF
EFV
193 hedge funds and large institutions have $1.73B invested in iShares MSCI EAFE Value ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 22 closing their positions.
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
33% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 55
10% more capital invested
Capital invested by funds: $1.57B → $1.73B (+$154M)
7% more funds holding
Funds holding: 180 → 193 (+13)
0.74% more ownership
Funds ownership: 61.09% → 61.83% (+0.74%)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$27.9M |
| 2 |
BlackRock
New York
|
+$27.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.4M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.1M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$8.18M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$7.82M |
| 4 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
-$5.55M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.68M |
EFV Hedge Fund Activity: Q4 2015 in Review
193 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2015, worth a combined $1.73B — up 9.8% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new EFV positions and 22 closed out — a net gain of 15 holders — while 73 added to existing stakes and 55 trimmed.
The largest buyer was SCS Capital Management, opening a new position worth an estimated $27.9M. The largest seller was Bank of America, cutting an estimated $12.1M.
- 193 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2015, up from 180 in Q3 2015.
- Funds reported $1.73B of iShares MSCI EAFE Value ETF stock for Q4 2015, up 9.8% quarter-over-quarter.
- 37 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2015 and 22 closed out, a net change of +15 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2015 was SCS Capital Management, an estimated $27.9M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2015 was Bank of America, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2015.