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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$2.25M +$38.8K +769 +2%
GC
277
Gilbert & Cook
Iowa
$2.25M -$514K -10,197 -19%
EWA
278
EverSource Wealth Advisors
Alabama
$2.23M +$2.23M +44,173 New
CFO
279
Collective Family Office
Pennsylvania
$2.21M +$40.5K +803 +2%
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$2.15M +$17.6K +349 +0.8%
DI
281
Disciplined Investments
Oklahoma
$2.15M +$46.9K +931 +2%
DY
282
Dowling & Yahnke
California
$2.14M -$274K -5,430 -11%
WAL
283
W Advisors LLC
Tennessee
$2.11M +$2.11M +41,769 New
Brown Advisory
284
Brown Advisory
Maryland
$2.1M +$202K +4,000 +11%
CA
285
CoreCap Advisors
Michigan
$2.09M +$2.09M +41,555 New
SFS
286
Sowell Financial Services
Arkansas
$2.07M +$373K +7,395 +22%
CFG
287
Cooper Financial Group
California
$2.06M -$19.4M -385,344 -90%
LSAG
288
Lake Street Advisors Group
New Hampshire
$2.05M +$43.8K +870 +2%
IA
289
IFG Advisory
Georgia
$2.03M +$365K +7,239 +22%
GB
290
Gunma Bank
Japan
$2.02M +$2.02M +40,000 New
UCFA
291
United Capital Financial Advisors
Texas
$1.99M +$452K +8,969 +29%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$1.99M +$970K +19,256 +95%
LA
293
Latitude Advisors
Florida
$1.87M +$109K +2,155 +6%
TPWA
294
TRUE Private Wealth Advisors
Oregon
$1.87M +$63.8K +1,266 +4%
AFAS
295
Acorn Financial Advisory Services
Virginia
$1.86M -$96.7K -1,917 -5%
BO
296
BRR OpCo
Ohio
$1.84M +$26.6K +528 +1%
BTWM
297
Baker Tilly Wealth Management
Wisconsin
$1.82M -$485K -9,629 -21%
WPWM
298
Windward Private Wealth Management
Kansas
$1.82M -$4.79K -95 -0.3%
NHC
299
Nicholas Hoffman & Company
Georgia
$1.81M +$3.38K +67 +0.2%
DHFB
300
Dixon Hubard Feinour & Brown
Virginia
$1.81M +$15.6K +309 +0.9%
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