EFV icon

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 %
EWA
251
EP Wealth Advisors
California
$3.25M +$2.62M +52,049 +412%
FPAS
252
Focus Partners Advisor Solutions
Missouri
$3.23M +$3.23M +64,336 New
FEG
253
Fund Evaluation Group
Ohio
$3.21M -$10.6K -210 -0.3%
HNB
254
Huntington National Bank
Ohio
$3.17M -$2.83M – –
GT
255
Glenmede Trust
Pennsylvania
$3.17M +$308K +6,120 +11%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$3.17M +$3.17M +63,000 New
SS
257
Simplicity Solutions
Minnesota
$3.08M -$515K -10,245 -14%
KWS
258
Keystone Wealth Services
California
$3.08M +$85.8K +1,707 +3%
TFA
259
Tobias Financial Advisors
Florida
$3.07M +$3.07M +61,171 New
GCA
260
Greenwood Capital Associates
South Carolina
$3M +$95.2K +1,895 +3%
AR
261
Apeiron RIA
Texas
$2.98M -$173K -3,480 -5%
FT
262
Fiduciary Trust
Massachusetts
$2.96M -$120K -2,385 -4%
MA
263
Mutual Advisors
Nebraska
$2.95M +$534K +10,620 +22%
GWMIA
264
Global Wealth Management Investment Advisory
Florida
$2.85M -$299K -5,958 -10%
AG
265
Ascent Group
Virginia
$2.8M +$205K +4,082 +8%
VW
266
Vance Wealth
California
$2.78M +$2.21M +44,061 +393%
DW
267
Domani Wealth
Pennsylvania
$2.75M +$2.75M +54,624 New
HIGP
268
Hill Investment Group Partners
Missouri
$2.73M +$383K +7,618 +16%
BAM
269
Belpointe Asset Management
Nevada
$2.73M +$143K +2,842 +6%
CAM
270
Concorde Asset Management
Michigan
$2.73M -$539K -10,723 -17%
UAS
271
United Asset Strategies
New York
$2.71M +$93.2K +1,854 +4%
LA
272
Latitude Advisors
Florida
$2.61M +$739K +14,703 +40%
IFS
273
Ifrah Financial Services
Arkansas
$2.6M +$9.7K +193 +0.4%
SWA
274
Sax Wealth Advisors
New Jersey
$2.59M -$726K -14,448 -22%
T
275
TRUADVICE
Florida
$2.55M -$148K -3,113 -5%
9 10
11
12 13