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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
276
Centaurus Financial
California
$1.98M +$524K +13,611 +36%
SWA
277
Sax Wealth Advisors
New Jersey
$1.95M -$85.4K -2,217 -4%
BAM
278
Belpointe Asset Management
Nevada
$1.91M -$376K -9,762 -16%
WANY
279
Wealthspire Advisors (New York)
New York
$1.89M +$1.89M +49,079 New
IA
280
IFG Advisory
Georgia
$1.88M +$179K +4,642 +11%
GRP
281
Global Retirement Partners
California
$1.85M -$47.2K -1,143 -2%
TCM
282
Telos Capital Management
California
$1.81M +$138K +3,569 +8%
DI
283
Disciplined Investments
Oklahoma
$1.78M -$28.4K -737 -2%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$1.77M -$415K -10,769 -19%
William Blair & Company
285
William Blair & Company
Illinois
$1.77M -$62.2K -1,613 -3%
CAM
286
Concorde Asset Management
Michigan
$1.75M -$268K -6,956 -13%
GM
287
GeoWealth Management
Illinois
$1.74M -$58.2K -1,510 -3%
CA
288
CoreCap Advisors
Michigan
$1.74M -$191K -4,956 -10%
WIA
289
World Investment Advisors
California
$1.73M -$262K -6,793 -13%
IFS
290
Ifrah Financial Services
Arkansas
$1.73M -$238K -6,166 -12%
LFG
291
Larson Financial Group
Missouri
$1.73M -$48.8K -1,267 -3%
KWS
292
Keystone Wealth Services
California
$1.72M -$552K -14,339 -24%
SFA
293
Source Financial Advisors
New York
$1.72M -$88.6K -2,299 -5%
Cerity Partners
294
Cerity Partners
New York
$1.71M -$808K -20,970 -32%
GVAG
295
Great Valley Advisor Group
Delaware
$1.71M -$7.71K -200 -0.4%
UCFA
296
United Capital Financial Advisors
Texas
$1.71M +$94.4K +2,449 +6%
AG
297
Ascent Group
Virginia
$1.7M +$817K +19,785 +93%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$1.69M +$23.1K +600 +1%
AIA
299
Alera Investment Advisors
Illinois
$1.69M +$128K +3,322 +8%
BDF
300
Balasa Dinverno & Foltz
$1.69M +$1.09M +28,330 +184%
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