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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
1
Envestnet Asset Management
Illinois
$2.52B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$423M
3
Morgan Stanley
3
Morgan Stanley
New York
$501M
4
M&T Bank
4
M&T Bank
New York
$211M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.51B

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$17.6M
2
Northern Trust
2
Northern Trust
Illinois
$5.89M
3
AIA
3
Angeles Investment Advisors
California
$2.38M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$93.5M
5
AssetMark Inc
5
AssetMark Inc
California
$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
326
Legacy Financial Advisors
Kentucky
$1.61M +$1.61M +36,990 New
NHC
327
Nicholas Hoffman & Company
Georgia
$1.56M +$8.55K +197 +0.6%
WPWM
328
Windward Private Wealth Management
Kansas
$1.53M -$8.07K -186 -0.5%
SFC
329
SYM Financial Corp
Indiana
$1.52M +$1.44M +33,114 +1,674%
MGI
330
MayTech Global Investments
New York
$1.52M – – –
WB
331
WesBanco Bank
West Virginia
$1.52M – – –
HSBC Holdings
332
HSBC Holdings
United Kingdom
$1.52M -$43K -992 -3%
FF
333
Friedenthal Financial
New Jersey
$1.47M -$409K -9,435 -22%
MIAS
334
Mason Investment Advisory Services
Virginia
$1.42M +$1.42M +32,604 New
P
335
Pitcairn
Pennsylvania
$1.41M – – –
CB
336
Commerce Bank
Missouri
$1.41M +$236K +5,448 +20%
TFA
337
Transamerica Financial Advisors
Florida
$1.41M +$1.41M +32,407 New
TC
338
TownSquare Capital
Utah
$1.39M -$457K -10,534 -25%
BAG
339
Briggs Advisory Group
Rhode Island
$1.38M – – –
SC
340
Seldon Capital
California
$1.35M -$1.87M -43,000 -58%
MHB
341
Midwest Heritage Bank
Iowa
$1.32M -$194K -4,476 -13%
Franklin Resources
342
Franklin Resources
California
$1.32M +$54.3K +1,250 +4%
BCI
343
Brinker Capital Investments
Pennsylvania
$1.32M -$385K -8,867 -23%
SAM
344
Strategic Asset Management
Minnesota
$1.31M -$2.08K -48 -0.2%
APA
345
American Portfolios Advisors
New York
$1.31M -$41.2K -949 -3%
PWM
346
Perigon Wealth Management
California
$1.31M -$4.19M -96,469 -76%
NCM
347
Neumann Capital Management
California
$1.31M -$59K -1,360 -4%
WWM
348
Western Wealth Management
Colorado
$1.3M +$63.2K +1,458 +5%
FA
349
FDx Advisors
Illinois
$1.29M +$202K +4,662 +19%
SFO
350
Stokes Family Office
Louisiana
$1.28M +$801K +18,455 +166%
12 13
14
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