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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
Envestnet Asset Management
Illinois
$2.52B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$423M
3
Morgan Stanley
Morgan Stanley
New York
$501M
4
M&T Bank
M&T Bank
New York
$211M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.51B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$17.6M
2
Northern Trust
Northern Trust
Illinois
$5.89M
3
AIA
Angeles Investment Advisors
California
$2.38M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$93.5M
5
AssetMark Inc
AssetMark Inc
California
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
301
Raleigh Capital Management
North Carolina
$1.87M +$18.5K +425 +1%
BWM
302
Baystate Wealth Management
Massachusetts
$1.85M +$520K +11,990 +39%
AIM
303
Alhambra Investment Management
Florida
$1.84M +$134K +3,097 +8%
CAG
304
Csenge Advisory Group
Florida
$1.84M -$333K -7,679 -15%
UCFA
305
United Capital Financial Advisors
Texas
$1.82M +$393K +9,054 +28%
TFA
306
Tobias Financial Advisors
Florida
$1.79M -$861K -19,839 -32%
WTB
307
Washington Trust Bank
Washington
$1.79M +$1.33M +30,601 +287%
DY
308
Dowling & Yahnke
California
$1.79M -$34.9K -805 -2%
CFD
309
Creative Financial Designs
Indiana
$1.78M +$291K +6,708 +20%
Comerica Bank
310
Comerica Bank
Texas
$1.76M +$37.5K +867 +2%
AIA
311
Alera Investment Advisors
Illinois
$1.75M +$254K +5,860 +17%
LNC
312
Lincoln National Corp
Pennsylvania
$1.74M +$197K +4,548 +13%
GB
313
Gunma Bank
Japan
$1.74M +$1.74M +40,000 New
FAIM
314
Financial Advocates Investment Management
Washington
$1.72M -$348K -8,019 -17%
TC
315
Telemus Capital
Michigan
$1.72M +$1.01M +23,309 +143%
GWM
316
Geneos Wealth Management
Colorado
$1.71M -$26.3K -604 -2%
GC
317
Gilbert & Cook
Iowa
$1.7M -$162K -3,723 -9%
NFP
318
Narus Financial Partners
Utah
$1.69M +$1.11M +25,535 +192%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$1.66M +$125K +2,870 +8%
CF
320
Centaurus Financial
California
$1.64M -$309K -7,121 -16%
GWMIA
321
Global Wealth Management Investment Advisory
Florida
$1.63M -$829K -19,096 -34%
AFAS
322
Acorn Financial Advisory Services
Virginia
$1.63M -$1.52K -35 -0.1%
BO
323
BRR OpCo
Ohio
$1.62M +$42.8K +987 +3%
SGI
324
Summit Global Investments
Utah
$1.61M -$1.89M -43,540 -54%
DHFB
325
Dixon Hubard Feinour & Brown
Virginia
$1.61M +$8.29K +191 +0.5%
11 12
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