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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
+$214M
2
Bank of America
Bank of America
North Carolina
+$54.4M
3
LPL Financial
LPL Financial
California
+$52M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$49.1M
5
I
INVST
Indiana
+$27.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
-$80.2M
2
Franklin Resources
Franklin Resources
California
-$78.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$48.3M
4
Ameriprise
Ameriprise
Minnesota
-$22.2M
5
MIS
Morningstar Investment Services
Illinois
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
326
Csenge Advisory Group
Florida
$1.44M -$221K -4,256 -13%
Jane Street
327
Jane Street
New York
$1.44M -$5.19M -102,906 -78%
WP
328
WealthPLAN Partners
Nebraska
$1.44M +$135K +2,616 +10%
CFD
329
Creative Financial Designs
Indiana
$1.42M +$343K +6,803 +32%
TC
330
Telemus Capital
Michigan
$1.42M +$1.42M +28,164 New
Franklin Resources
331
Franklin Resources
California
$1.41M -$78.6M -1,561,520 -98%
MHR
332
Matthew Hamilton Rosenberg
$1.39M -$1.08M -21,483 -44%
VFA
333
Voya Financial Advisors
Connecticut
$1.38M -$221K -4,390 -14%
WWM
334
Western Wealth Management
Colorado
$1.34M +$1.34M +26,553 New
APC
335
Aspire Private Capital
North Carolina
$1.32M +$161K +3,204 +14%
FG
336
Foster Group
Iowa
$1.32M -$3.43K -68 -0.3%
BWM
337
Baystate Wealth Management
Massachusetts
$1.31M +$487K +9,674 +59%
VM
338
VPR Management
Texas
$1.3M +$1.01M +20,000 +351%
WA
339
Waverly Advisors
Alabama
$1.28M -$18.4K -350 -1%
WA
340
Wambolt & Associates
Colorado
$1.25M -$18.3K -363 -1%
GIA
341
GHP Investment Advisors
Colorado
$1.25M +$681K +13,520 +119%
SIA
342
SkyView Investment Advisors
New Jersey
$1.22M -$2.65M -6,031 -69%
KFP
343
KB Financial Partners
New Jersey
$1.21M +$775K +15,392 +178%
SWM
344
Soundmark Wealth Management
Washington
$1.21M -$2.37K -47 -0.2%
Financial Engines Advisors
345
Financial Engines Advisors
California
$1.2M -$1.97K -39 -0.2%
SPI
346
Sutton Place Investors
New York
$1.19M +$1.19M +23,704 New
TPCW
347
TD Private Client Wealth
New York
$1.19M +$451K +8,943 +61%
HIM
348
Hanlon Investment Management
New Jersey
$1.17M +$53.8K +1,068 +5%
Squarepoint
349
Squarepoint
New York
$1.16M – – –
AFA
350
American Financial Advisors
Georgia
$1.16M -$204K -4,039 -15%
12 13
14
15 16