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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 %
Millennium Management
351
Millennium Management
New York
$1.41M +$322K +6,413 +30%
Financial Engines Advisors
352
Financial Engines Advisors
California
$1.4M +$207K +4,126 +17%
SIA
353
SkyView Investment Advisors
New Jersey
$1.4M +$1.26M +25,067 +905%
CCMG
354
Clark Capital Management Group
Pennsylvania
$1.4M +$358K +7,127 +34%
BWA
355
BDO Wealth Advisors
Florida
$1.39M +$1.07M +21,243 +332%
PFS
356
Prospera Financial Services
Texas
$1.37M +$1.05M +20,956 +333%
KFP
357
KB Financial Partners
New Jersey
$1.36M +$154K +3,070 +13%
CB
358
Commerce Bank
Missouri
$1.36M -$1.26M -25,130 -48%
WP
359
WealthPLAN Partners
Nebraska
$1.35M +$15.8K +331 +1%
WIM
360
WealthPlan Investment Management
Nebraska
$1.35M +$1.35M +28,267 New
SPI
361
Sutton Place Investors
New York
$1.34M +$180K +3,679 +16%
SG
362
StoneX Group
New York
$1.33M -$129K -2,558 -9%
APC
363
Aspire Private Capital
North Carolina
$1.33M +$12.8K +254 +1%
TFA
364
Teamwork Financial Advisors
Texas
$1.31M +$898K +17,872 +221%
WA
365
Wambolt & Associates
Colorado
$1.3M +$41.7K +822 +3%
FA
366
FDx Advisors
Illinois
$1.26M -$4.83M -96,201 -79%
TPWA
367
TRUE Private Wealth Advisors
Oregon
$1.25M -$557K -11,399 -31%
MHR
368
Matthew Hamilton Rosenberg
$1.25M -$131K -2,602 -9%
VCP
369
Verus Capital Partners
Arizona
$1.25M +$1.25M +24,847 New
WA
370
Waverly Advisors
Alabama
$1.22M – – –
VM
371
VPR Management
Texas
$1.22M – – –
RFWA
372
RPg Family Wealth Advisory
Massachusetts
$1.21M -$928K -18,454 -43%
MFA
373
Mayflower Financial Advisors
Massachusetts
$1.21M +$814K +16,197 +207%
SWM
374
Soundmark Wealth Management
Washington
$1.2M -$402 -8 -0%
Squarepoint
375
Squarepoint
New York
$1.17M +$5.03K +100 +0.4%
13 14
15
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