EFV icon

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 %
P
301
Pitcairn
Pennsylvania
$1.81M – – –
AIM
302
Alhambra Investment Management
Florida
$1.8M +$133K +2,648 +8%
HSBC Holdings
303
HSBC Holdings
United Kingdom
$1.79M -$276K -5,469 -13%
TC
304
TownSquare Capital
Utah
$1.78M +$191K +3,783 +12%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$1.78M -$92.4K -1,833 -5%
BAG
306
Briggs Advisory Group
Rhode Island
$1.78M +$1.78M +35,289 New
VAS
307
Vestmark Advisory Solutions
Massachusetts
$1.77M +$208K +4,120 +13%
MGI
308
MayTech Global Investments
New York
$1.76M – – –
PCG
309
Private Capital Group
Connecticut
$1.73M +$104K +2,069 +6%
UA
310
Unison Advisors
District of Columbia
$1.71M -$148K -2,932 -8%
IF
311
Intrua Financial
Texas
$1.68M +$66.7K +1,324 +4%
FFA
312
Fragasso Financial Advisors
Pennsylvania
$1.65M +$1.19M +23,686 +263%
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
$1.64M +$293K +5,822 +22%
BWM
314
BlackDiamond Wealth Management
New York
$1.62M +$1.62M +32,217 New
GFPC
315
Global Financial Private Client
Florida
$1.61M +$168K +3,334 +12%
NCM
316
Neumann Capital Management
California
$1.58M – – –
SCFS
317
S.C. Financial Services
Arizona
$1.58M +$1.58M +29,680 New
LNC
318
Lincoln National Corp
Pennsylvania
$1.57M +$4.44K +88 +0.3%
OFG
319
OmniStar Financial Group
North Carolina
$1.56M +$876K +17,386 +129%
SAM
320
Strategic Asset Management
Minnesota
$1.52M +$424K +8,414 +39%
BMCM
321
Bryn Mawr Capital Management
Pennsylvania
$1.51M +$439K +8,714 +41%
APA
322
American Portfolios Advisors
New York
$1.47M -$806K -15,994 -35%
BWCS
323
Beirne Wealth Consulting Services
Connecticut
$1.47M -$25.8K -511 -2%
SG
324
StoneX Group
New York
$1.47M +$164K +3,256 +13%
MHB
325
Midwest Heritage Bank
Iowa
$1.44M +$1.44M +28,652 New
11 12
13
14 15