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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 %
VW
251
Vance Wealth
California
$2.75M +$350K +8,060 +15%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$2.73M – – –
HNB
253
Huntington National Bank
Ohio
$2.65M -$3.17M – –
MFA
254
Mayflower Financial Advisors
Massachusetts
$2.64M +$1.6M +36,823 +153%
MA
255
Mutual Advisors
Nebraska
$2.63M +$77.9K +1,795 +3%
PWAG
256
Polaris Wealth Advisory Group
California
$2.62M -$624K -14,370 -19%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$2.58M +$2.31M +53,282 +878%
BAM
258
Belpointe Asset Management
Nevada
$2.57M +$218K +5,021 +9%
KWS
259
Keystone Wealth Services
California
$2.56M -$100K -2,315 -4%
BWA
260
BDO Wealth Advisors
Florida
$2.55M +$1.35M +31,086 +112%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$2.51M +$1.25M +28,823 +100%
TCA
262
Transcend Capital Advisors
New Jersey
$2.48M +$551K +12,695 +29%
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
$2.47M +$2.47M +56,956 New
PFBT
264
Parkside Financial Bank & Trust
Missouri
$2.46M +$461K +10,620 +23%
UAS
265
United Asset Strategies
New York
$2.43M +$85.9K +1,979 +4%
AIA
266
Angeles Investment Advisors
California
$2.38M -$73.6M -1,696,047 -97%
GIA
267
GHP Investment Advisors
Colorado
$2.33M +$720K +16,588 +45%
SWA
268
Sax Wealth Advisors
New Jersey
$2.29M +$61K +1,405 +3%
WIA
269
World Investment Advisors
California
$2.28M +$228K +5,187 +11%
CFO
270
Collective Family Office
Pennsylvania
$2.27M -$616K -14,199 -21%
CAM
271
Concorde Asset Management
Michigan
$2.27M -$86.1K -1,984 -4%
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$2.23M +$1.66M +38,226 +290%
IFS
273
Ifrah Financial Services
Arkansas
$2.22M -$33.6K -774 -1%
MIAN
274
Mariner Independent Advisor Network
Kansas
$2.21M +$129K +2,968 +6%
Brown Advisory
275
Brown Advisory
Maryland
$2.18M +$553K +12,749 +34%
9 10
11
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