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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 %
PPP
276
Private Portfolio Partners
New Jersey
$2.18M +$116K +2,672 +6%
CA
277
CoreCap Advisors
Michigan
$2.17M +$76.2K +1,756 +4%
HIGP
278
Hill Investment Group Partners
Missouri
$2.17M -$186K -4,285 -8%
WAL
279
W Advisors LLC
Tennessee
$2.17M +$346K +7,982 +19%
TSS
280
Two Sigma Securities
New York
$2.15M +$2.15M +49,565 New
FT
281
Fiduciary Trust
Massachusetts
$2.09M -$471K -10,848 -18%
EWA
282
EverSource Wealth Advisors
Alabama
$2.09M +$315K +7,264 +18%
William Blair & Company
283
William Blair & Company
Illinois
$2.06M +$377K +8,685 +22%
IC
284
IEQ Capital
California
$2.06M -$25.6K -590 -1%
Jane Street
285
Jane Street
New York
$2.06M -$29.5M -678,665 -93%
DI
286
Disciplined Investments
Oklahoma
$2.04M +$84.9K +1,956 +4%
SFA
287
Source Financial Advisors
New York
$2.03M -$38.1K -878 -2%
GM
288
GeoWealth Management
Illinois
$2.03M -$38.1K -879 -2%
LFG
289
Larson Financial Group
Missouri
$2M -$10.6K -245 -0.5%
GRP
290
Global Retirement Partners
California
$2M +$423K +9,746 +27%
CFG
291
Cooper Financial Group
California
$1.97M +$290K +6,682 +17%
T
292
TRUADVICE
Florida
$1.95M -$417K -9,482 -18%
OFG
293
OmniStar Financial Group
North Carolina
$1.94M +$101K +2,319 +5%
GVAG
294
Great Valley Advisor Group
Delaware
$1.94M +$1.35M +31,017 +228%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$1.93M +$355K +8,187 +23%
BWM
296
BlackDiamond Wealth Management
New York
$1.93M +$1.22M +28,587 +173%
IA
297
IFG Advisory
Georgia
$1.91M +$106K +2,454 +6%
BTWM
298
Baker Tilly Wealth Management
Wisconsin
$1.89M +$40.2K +927 +2%
TCM
299
Telos Capital Management
California
$1.89M +$54.7K +1,261 +3%
CIBC World Market
300
CIBC World Market
Ontario, Canada
$1.88M +$64.4K +1,483 +4%
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