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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

734 hedge funds and large institutions have $13.9B invested in iShares MSCI EAFE Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+29
Holders Change %
+4.11%
% of All Funds
11.62%
Holding in Top 10
88
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.35%
% of All Funds
1.39%
New
93
Increased
288
Reduced
252
Closed
55
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$259K

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$87.2M
2
US Bancorp
US Bancorp
Minnesota
+$55.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$46.1M
4
Ameriprise
Ameriprise
Minnesota
+$40.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$37M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$90.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$83.7M
3
Bank of America
Bank of America
North Carolina
-$55.8M
4
DCM
Dupont Capital Management
Delaware
-$52.2M
5
Northern Trust
Northern Trust
Illinois
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cranbrook Wealth Management
Michigan
$4.26M +$213K +4,245 +5%
NSIM
227
North Star Investment Management
Illinois
$4.21M +$458K +9,113 +12%
WAS
228
Wealth Advisory Solutions
Indiana
$4.19M +$4.19M +83,416 New
PWMG
229
Provence Wealth Management Group
California
$4.19M +$680K +13,525 +19%
SGI
230
Summit Global Investments
Utah
$4.05M +$4.05M +80,642 New
PFP
231
Pinnacle Financial Partners
Tennessee
$4.01M -$54.9K -1,093 -1%
TLFA
232
True Link Financial Advisors
California
$3.83M +$2.89M +57,432 +305%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$3.75M -$16.8M -334,671 -82%
SWM
234
Scissortail Wealth Management
Oklahoma
$3.74M +$3.74M +84,221 New
MYIA
235
Mount Yale Investment Advisors
Colorado
$3.74M -$66K -1,314 -2%
SC
236
Seldon Capital
California
$3.72M – – –
PWAG
237
Polaris Wealth Advisory Group
California
$3.72M +$215K +4,312 +6%
AWE
238
Avidian Wealth Enterprises
Texas
$3.71M -$49.5K -985 -1%
JIC
239
Johnson Investment Counsel
Ohio
$3.67M +$3.36M +66,855 +1,104%
ECG
240
Edge Capital Group
Georgia
$3.65M +$3.65M +72,639 New
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$3.64M -$359K -7,146 -9%
SWM
242
Southern Wealth Management
Texas
$3.63M -$7.83M -155,773 -68%
CC
243
Copperleaf Capital
North Carolina
$3.51M +$124K +2,464 +4%
GT
244
Greenleaf Trust
Michigan
$3.5M +$271K +5,386 +8%
WWP
245
WR Wealth Planners
Missouri
$3.49M +$3.49M +69,456 New
AWM
246
Apollon Wealth Management
South Carolina
$3.45M -$279K -5,544 -7%
SCM
247
SOL Capital Management
Maryland
$3.41M -$39.7K -790 -1%
CFO
248
Collective Family Office
Pennsylvania
$3.34M +$1.14M +22,769 +52%
VWM
249
Venturi Wealth Management
Texas
$3.32M +$3.32M +66,009 New
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$3.3M +$174K +3,457 +6%
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