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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

716 hedge funds and large institutions have $12.5B invested in iShares MSCI EAFE Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 342 increasing their positions, 212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
-18
Holders Change %
-2.45%
% of All Funds
12.11%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
1.57%
New
68
Increased
342
Reduced
212
Closed
76
Calls
$44K
Puts
$464K
Net Calls
-$420K
Net Calls Change
-$686K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.52B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$423M
3
Morgan Stanley
3
Morgan Stanley
New York
$501M
4
M&T Bank
4
M&T Bank
New York
$211M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.51B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$17.6M
2
Northern Trust
2
Northern Trust
Illinois
$5.89M
3
AIA
3
Angeles Investment Advisors
California
$2.38M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$93.5M
5
AssetMark Inc
5
AssetMark Inc
California
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
ShoreHaven Wealth Partners
New Jersey
$3.54M -$844K -19,455 -19%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$3.53M +$682K +15,715 +24%
PFP
228
Pinnacle Financial Partners
Tennessee
$3.52M +$59K +1,360 +2%
GT
229
Glenmede Trust
Pennsylvania
$3.5M +$764K +17,600 +28%
AWE
230
Avidian Wealth Enterprises
Texas
$3.41M +$204K +4,699 +6%
SFSG
231
Sound Financial Strategies Group
Mississippi
$3.39M -$836K -19,272 -20%
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$3.35M +$207K +4,777 +7%
WEG
233
World Equity Group
Illinois
$3.35M +$1.17M +26,932 +54%
WT
234
Whittier Trust
California
$3.29M +$3.24M +74,694 +6,225%
JIC
235
Johnson Investment Counsel
Ohio
$3.22M +$57.7K +1,330 +2%
HI
236
Harbour Investments
Wisconsin
$3.22M +$3.22M +74,245 New
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$3.07M +$1.68M +38,677 +120%
CC
238
Copperleaf Capital
North Carolina
$3.05M +$21.4K +492 +0.7%
FWM
239
Fortress Wealth Management
California
$3M -$1.94M -44,622 -39%
WWP
240
WR Wealth Planners
Missouri
$2.96M -$57.4K -1,323 -2%
LF
241
Lantz Financial
Illinois
$2.95M +$789K +18,189 +37%
VWM
242
Venturi Wealth Management
Texas
$2.92M +$55.5K +1,280 +2%
SCM
243
SOL Capital Management
Maryland
$2.91M -$43.4K -1,000 -1%
RSWM
244
Robertson Stephens Wealth Management
California
$2.88M +$1.35M +31,167 +89%
MWM
245
Maripau Wealth Management
Indiana
$2.85M -$1.25M -28,230 -31%
Cerity Partners
246
Cerity Partners
New York
$2.84M -$871K -20,069 -23%
AWM
247
Apollon Wealth Management
South Carolina
$2.83M -$157K -3,611 -5%
SPC
248
Sigma Planning Corp
Michigan
$2.79M -$1.48M -34,012 -35%
FEG
249
Fund Evaluation Group
Ohio
$2.77M – – –
ANTB
250
AMG National Trust Bank
Colorado
$2.77M +$908K +20,826 +49%
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10
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