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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 %
WEG
276
World Equity Group
Illinois
$2.52M +$2.52M +50,236 New
CAG
277
Csenge Advisory Group
Florida
$2.52M +$1.12M +22,364 +81%
LF
278
Lantz Financial
Illinois
$2.5M +$224K +4,467 +10%
CA
279
CoreCap Advisors
Michigan
$2.43M +$338K +6,731 +16%
IC
280
IEQ Capital
California
$2.41M +$2.41M +48,015 New
MIAN
281
Mariner Independent Advisor Network
Kansas
$2.41M -$2.75M -54,625 -53%
FAIM
282
Financial Advocates Investment Management
Washington
$2.4M +$1.69M +33,649 +239%
SFA
283
Source Financial Advisors
New York
$2.4M -$73.7K -1,466 -3%
GM
284
GeoWealth Management
Illinois
$2.4M -$73.7K -1,466 -3%
PPP
285
Private Portfolio Partners
New Jersey
$2.39M -$172K -3,424 -7%
WIA
286
World Investment Advisors
California
$2.34M +$28K +557 +1%
LFG
287
Larson Financial Group
Missouri
$2.33M -$121K -2,411 -5%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$2.32M -$213K -4,233 -8%
CF
289
Centaurus Financial
California
$2.26M -$368K -7,315 -14%
DI
290
Disciplined Investments
Oklahoma
$2.26M +$117K +2,335 +5%
TCA
291
Transcend Capital Advisors
New Jersey
$2.24M -$603K -11,991 -21%
FF
292
Friedenthal Financial
New Jersey
$2.18M +$2.18M +43,399 New
GC
293
Gilbert & Cook
Iowa
$2.15M -$90.6K -1,803 -4%
RCM
294
Raleigh Capital Management
North Carolina
$2.15M +$2.08M +41,319 +2,900%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$2.14M +$327K +6,500 +18%
ANTB
296
AMG National Trust Bank
Colorado
$2.14M -$124K -2,471 -5%
TC
297
TownSquare Capital
Utah
$2.13M +$354K +7,043 +20%
OFG
298
OmniStar Financial Group
North Carolina
$2.13M +$581K +11,561 +37%
TCM
299
Telos Capital Management
California
$2.12M +$2.12M +42,220 New
DY
300
Dowling & Yahnke
California
$2.11M -$27.8K -554 -1%
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