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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Harbour Investments
Wisconsin
$3.22M – – –
FWP
227
Firethorn Wealth Partners
Georgia
$3.19M -$798K -20,705 -20%
PFP
228
Pinnacle Financial Partners
Tennessee
$3.18M +$55.7K +1,444 +2%
ACP
229
Aveo Capital Partners
Colorado
$3.18M -$75.3K -1,955 -2%
TWM
230
Tradition Wealth Management
Minnesota
$3.03M -$705K -18,299 -19%
MWM
231
Maripau Wealth Management
Indiana
$3.02M +$370K +8,953 +14%
HHRDM
232
H&H Retirement Design & Management
Nevada
$2.98M -$624K -16,029 -17%
AA
233
Advisory Alpha
Michigan
$2.95M -$533K -13,836 -15%
VW
234
Vance Wealth
California
$2.94M +$499K +12,936 +20%
WT
235
Whittier Trust
California
$2.92M – – –
P
236
Pitcairn
Pennsylvania
$2.9M +$1.64M +42,669 +131%
MYIA
237
Mount Yale Investment Advisors
Colorado
$2.87M -$361K -9,380 -11%
BFA
238
BMS Financial Advisors
South Dakota
$2.85M -$2.22M -57,501 -44%
SCM
239
SOL Capital Management
Maryland
$2.78M +$200K +5,190 +8%
CWM
240
Cranbrook Wealth Management
Michigan
$2.76M -$546K -14,158 -16%
T
241
TCWP
Ohio
$2.75M -$7.88M -204,585 -74%
BWA
242
BDO Wealth Advisors
Florida
$2.72M +$452K +11,736 +20%
PA
243
PFG Advisors
Arizona
$2.7M +$2.7M +70,190 New
IC
244
IEQ Capital
California
$2.68M +$856K +22,225 +47%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$2.66M -$482K -12,522 -15%
MSWMA
246
Market Street Wealth Management Advisors
Indiana
$2.64M -$683K -17,723 -21%
PWAG
247
Polaris Wealth Advisory Group
California
$2.59M +$226K +5,787 +10%
DWT
248
Dorsey & Whitney Trust
South Dakota
$2.54M +$2.54M +66,027 New
WWP
249
WR Wealth Planners
Missouri
$2.53M -$90.5K -2,349 -3%
SFC
250
SYM Financial Corp
Indiana
$2.53M +$1.18M +30,624 +87%
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