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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 %
GCA
251
Greenwood Capital Associates
South Carolina
$2.91M +$443K +8,799 +18%
GT
252
Glenmede Trust
Pennsylvania
$2.87M +$237K +4,707 +9%
TCA
253
Transcend Capital Advisors
New Jersey
$2.85M +$28K +555 +1%
HNB
254
Huntington National Bank
Ohio
$2.83M -$2.93M -17,058 Closed
Creative Planning
255
Creative Planning
Kansas
$2.81M +$126K +2,507 +5%
GWM
256
Geneos Wealth Management
Colorado
$2.78M -$3.65M -72,512 -57%
IA
257
IFP Advisors
Florida
$2.73M -$20.4K -404 -0.7%
AG
258
Ascent Group
Virginia
$2.66M +$2.66M +51,646 New
CF
259
Centaurus Financial
California
$2.64M +$134K +2,653 +5%
CB
260
Commerce Bank
Missouri
$2.63M -$501K -9,946 -16%
UAS
261
United Asset Strategies
New York
$2.63M +$105K +2,077 +4%
IFS
262
Ifrah Financial Services
Arkansas
$2.6M -$178K -3,538 -6%
BAM
263
Belpointe Asset Management
Nevada
$2.59M +$93.6K +1,858 +4%
PPP
264
Private Portfolio Partners
New Jersey
$2.56M +$166K +3,292 +7%
PFBT
265
Parkside Financial Bank & Trust
Missouri
$2.54M -$209K -4,140 -8%
SFA
266
Source Financial Advisors
New York
$2.48M -$39.9K -791 -2%
GM
267
GeoWealth Management
Illinois
$2.48M -$39.9K -792 -2%
LFG
268
Larson Financial Group
Missouri
$2.46M -$50.2K -996 -2%
WIA
269
World Investment Advisors
California
$2.44M +$183K +3,445 +8%
STA
270
Summit Trail Advisors
New York
$2.43M +$1.81M +35,796 +290%
MA
271
Mutual Advisors
Nebraska
$2.42M +$188K +3,737 +8%
HIGP
272
Hill Investment Group Partners
Missouri
$2.35M +$261K +5,177 +12%
BCI
273
Brinker Capital Investments
Pennsylvania
$2.3M +$2.05M +40,590 +793%
LF
274
Lantz Financial
Illinois
$2.29M +$536K +10,643 +31%
ANTB
275
AMG National Trust Bank
Colorado
$2.27M +$177K +3,517 +8%
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