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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

705 hedge funds and large institutions have $14B invested in iShares MSCI EAFE Value ETF in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 134 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+87
Holders Change %
+14.08%
% of All Funds
10.89%
Holding in Top 10
92
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+33.33%
% of All Funds
1.42%
New
151
Increased
338
Reduced
134
Closed
58
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$1.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.77B
2
Bank of America
Bank of America
North Carolina
$451M
3
LPL Financial
LPL Financial
California
$569M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.63B
5
I
INVST
Indiana
$35M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
Franklin Resources
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
Ameriprise
Minnesota
$112M
5
MIS
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
226
Avidian Wealth Enterprises
Texas
$3.77M +$2.46M +48,829 +189%
NSIM
227
North Star Investment Management
Illinois
$3.76M +$612K +12,153 +19%
AWM
228
Apollon Wealth Management
South Carolina
$3.74M +$3.74M +74,258 New
SC
229
Seldon Capital
California
$3.73M +$3.73M +74,000 New
SS
230
Simplicity Solutions
Minnesota
$3.61M +$52.5K +1,042 +1%
PWAG
231
Polaris Wealth Advisory Group
California
$3.55M +$32.9K +653 +0.9%
PWMG
232
Provence Wealth Management Group
California
$3.52M +$3.52M +69,803 New
SCM
233
SOL Capital Management
Maryland
$3.46M +$102K +2,032 +3%
RFN
234
RDA Financial Network
Iowa
$3.4M +$136K +2,692 +4%
CC
235
Copperleaf Capital
North Carolina
$3.4M +$202K +4,003 +6%
KWM
236
Keebeck Wealth Management
Illinois
$3.39M -$474K -9,385 -12%
SIA
237
Stegner Investment Associates
Kentucky
$3.35M -$33.3K -660 -1%
RSWM
238
Robertson Stephens Wealth Management
California
$3.34M -$740K -14,656 -18%
SWA
239
Sax Wealth Advisors
New Jersey
$3.32M +$3.73K +74 +0.1%
CAM
240
Concorde Asset Management
Michigan
$3.27M +$195K +3,866 +6%
GT
241
Greenleaf Trust
Michigan
$3.24M -$2.47K -49 -0.1%
FEG
242
Fund Evaluation Group
Ohio
$3.23M -$27.8K -552 -0.9%
PA
243
PFG Advisors
Arizona
$3.22M +$411K +8,152 +15%
AR
244
Apeiron RIA
Texas
$3.2M +$3.2M +63,434 New
OWA
245
Opal Wealth Advisors
New York
$3.19M +$3.19M +63,214 New
GWMIA
246
Global Wealth Management Investment Advisory
Florida
$3.15M -$244K -4,834 -7%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$3.14M -$421K -8,352 -12%
FT
248
Fiduciary Trust
Massachusetts
$3.09M -$298K -5,913 -9%
T
249
TRUADVICE
Florida
$3.01M +$269K +5,088 +10%
KWS
250
Keystone Wealth Services
California
$3M +$3M +59,486 New
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10
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