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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 %
RSWM
326
Robertson Stephens Wealth Management
California
$1.76M -$1.56M -31,043 -47%
MGI
327
MayTech Global Investments
New York
$1.76M – – –
WB
328
WesBanco Bank
West Virginia
$1.76M +$1.49M +29,568 +546%
MHB
329
Midwest Heritage Bank
Iowa
$1.76M +$316K +6,279 +22%
AIA
330
Alera Investment Advisors
Illinois
$1.74M +$672K +13,378 +63%
CFD
331
Creative Financial Designs
Indiana
$1.73M +$311K +6,181 +22%
PCG
332
Private Capital Group
Connecticut
$1.69M -$29.8K -593 -2%
AWM
333
Angeles Wealth Management
California
$1.66M +$1.66M +33,094 New
UCFA
334
United Capital Financial Advisors
Texas
$1.65M -$337K -6,710 -17%
P
335
Pitcairn
Pennsylvania
$1.63M -$169K -3,354 -9%
JPMPWA
336
J.P. Morgan Private Wealth Advisors
California
$1.61M -$26.5K -527 -2%
SAMC
337
Spectrum Asset Management (California)
California
$1.6M -$7.22M -143,758 -82%
BAG
338
Briggs Advisory Group
Rhode Island
$1.6M -$177K -3,516 -10%
NCM
339
Neumann Capital Management
California
$1.58M – – –
APA
340
American Portfolios Advisors
New York
$1.56M +$93.6K +1,862 +6%
BMCM
341
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$54.7K +1,088 +4%
BWM
342
Baystate Wealth Management
Massachusetts
$1.54M +$236K +4,687 +18%
SAM
343
Strategic Asset Management
Minnesota
$1.52M +$9.7K +193 +0.6%
FFA
344
Fragasso Financial Advisors
Pennsylvania
$1.52M -$124K -2,469 -8%
Franklin Resources
345
Franklin Resources
California
$1.46M +$56.6K +1,126 +4%
BWCS
346
Beirne Wealth Consulting Services
Connecticut
$1.46M -$3.42K -68 -0.2%
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$1.45M +$620K +12,335 +75%
UA
348
Unison Advisors
District of Columbia
$1.44M -$271K -5,381 -16%
WWM
349
Western Wealth Management
Colorado
$1.43M +$99.7K +1,983 +7%
SCFS
350
S.C. Financial Services
Arizona
$1.41M -$77.3K -1,538 -5%
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