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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 %
NP
351
NorthRock Partners
Minnesota
$1.14M -$83.3K -1,653 -7%
William Blair & Company
352
William Blair & Company
Illinois
$1.1M +$133K +2,632 +14%
Millennium Management
353
Millennium Management
New York
$1.09M +$1.09M +21,619 New
LJAC
354
L.J. Altfest & Co
New York
$1.08M +$415K +8,227 +63%
AIA
355
Alera Investment Advisors
Illinois
$1.07M +$258K +5,111 +32%
USCWA
356
U.S. Capital Wealth Advisors
Texas
$1.06M +$722K +14,320 +214%
WCM
357
Windham Capital Management
Massachusetts
$1.05M -$486K -9,643 -32%
CCMG
358
Clark Capital Management Group
Pennsylvania
$1.04M -$1.13M -22,385 -52%
SP
359
Successful Portfolios
Florida
$1.04M +$59K +1,170 +6%
RWP
360
Revolve Wealth Partners
New Jersey
$1.04M +$1.04M +20,612 New
FP
361
Financial Perspectives
Minnesota
$1M +$112K +2,217 +13%
RCM
362
RNC Capital Management
California
$1M +$353K +7,000 +54%
MWM
363
Merriman Wealth Management
Washington
$983K +$2.92K +58 +0.3%
CA
364
Clearstead Advisors
Ohio
$971K +$616K +12,233 +174%
QPWM
365
Quadrant Private Wealth Management
Pennsylvania
$969K +$143K +2,846 +17%
FCA
366
FinTrust Capital Advisors
South Carolina
$966K -$85.8K -1,703 -8%
AWM
367
Aspire Wealth Management
Massachusetts
$961K +$961K +19,079 New
TLFA
368
True Link Financial Advisors
California
$949K +$579K +11,494 +157%
KeyBank National Association
369
KeyBank National Association
Ohio
$928K -$28.4K -563 -3%
GL
370
Graypoint LLC
New York
$928K – – –
CCG
371
Capital CS Group
California
$927K +$655K +13,001 +241%
Comerica Bank
372
Comerica Bank
Texas
$924K -$561K -10,941 -38%
LA
373
LexAurum Advisors
Kansas
$901K -$347K -6,890 -28%
SFG
374
Sovereign Financial Group
Connecticut
$886K +$886K +17,576 New
PFG
375
Peterson Financial Group
Iowa
$883K +$883K +17,528 New
13 14
15
16 17