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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 %
WAL
301
W Advisors LLC
Tennessee
$2.11M +$8.14K +162 +0.4%
CIBC World Market
302
CIBC World Market
Ontario, Canada
$2.1M +$116K +2,299 +6%
IA
303
IFG Advisory
Georgia
$2.09M +$64.4K +1,281 +3%
EWA
304
EverSource Wealth Advisors
Alabama
$2.05M -$166K -3,298 -7%
LSAG
305
Lake Street Advisors Group
New Hampshire
$2.05M +$4.22K +84 +0.2%
GFPC
306
Global Financial Private Client
Florida
$2.03M +$408K +8,037 +25%
OC
307
Oppenheimer & Co
New York
$2.01M +$2.01M +40,078 New
GWM
308
Geneos Wealth Management
Colorado
$2.01M -$770K -15,323 -28%
Comerica Bank
309
Comerica Bank
Texas
$2M +$1.09M +21,786 +121%
AIM
310
Alhambra Investment Management
Florida
$1.98M +$184K +3,660 +10%
BCI
311
Brinker Capital Investments
Pennsylvania
$1.97M -$329K -6,540 -14%
William Blair & Company
312
William Blair & Company
Illinois
$1.95M +$855K +17,015 +78%
CFG
313
Cooper Financial Group
California
$1.94M -$115K -2,287 -6%
AFAS
314
Acorn Financial Advisory Services
Virginia
$1.88M +$34.4K +685 +2%
Brown Advisory
315
Brown Advisory
Maryland
$1.88M -$213K -4,240 -10%
GIA
316
GHP Investment Advisors
Colorado
$1.87M +$620K +12,347 +50%
DHFB
317
Dixon Hubard Feinour & Brown
Virginia
$1.85M +$50.8K +1,010 +3%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$1.83M +$61.9K +1,232 +4%
BO
319
BRR OpCo
Ohio
$1.82M -$17K -338 -0.9%
HSBC Holdings
320
HSBC Holdings
United Kingdom
$1.81M +$19.6K +390 +1%
NHC
321
Nicholas Hoffman & Company
Georgia
$1.8M -$4.77K -95 -0.3%
LNC
322
Lincoln National Corp
Pennsylvania
$1.79M +$220K +4,376 +14%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$1.78M +$955 +19 +0.1%
WPWM
324
Windward Private Wealth Management
Kansas
$1.78M -$35.3K -702 -2%
GRP
325
Global Retirement Partners
California
$1.78M +$1.78M +36,215 New
11 12
13
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