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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 %
FFA
351
Fragasso Financial Advisors
Pennsylvania
$1.28M -$30.3K -699 -2%
Financial Engines Advisors
352
Financial Engines Advisors
California
$1.24M +$32.3K +744 +3%
BMCM
353
Bryn Mawr Capital Management
Pennsylvania
$1.24M -$102K -2,354 -8%
GFPC
354
Global Financial Private Client
Florida
$1.24M -$500K -11,492 -29%
SIA
355
SkyView Investment Advisors
New Jersey
$1.24M +$28.4K +655 +2%
TPWA
356
TRUE Private Wealth Advisors
Oregon
$1.22M +$112K +2,576 +10%
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$524K +12,084 +76%
SPI
358
Sutton Place Investors
New York
$1.21M +$21.4K +492 +2%
KFP
359
KB Financial Partners
New Jersey
$1.19M +$16.5K +381 +1%
APC
360
Aspire Private Capital
North Carolina
$1.16M +$12.2K +281 +1%
WA
361
Wambolt & Associates
Colorado
$1.15M +$35.8K +825 +3%
VCP
362
Verus Capital Partners
Arizona
$1.14M +$64.4K +1,483 +6%
CCFM
363
Clear Creek Financial Management
Washington
$1.14M +$1.14M +26,306 New
AWM
364
Angeles Wealth Management
California
$1.14M -$299K -6,890 -21%
CTC
365
Central Trust Company
Missouri
$1.13M +$779K +17,964 +220%
VM
366
VPR Management
Texas
$1.12M – – –
SG
367
StoneX Group
New York
$1.1M -$46.8K -1,078 -4%
QPWM
368
Quadrant Private Wealth Management
Pennsylvania
$1.1M +$101K +2,330 +10%
BWCS
369
Beirne Wealth Consulting Services
Connecticut
$1.1M -$165K -3,809 -13%
LWAC
370
Laurel Wealth Advisors (California)
California
$1.08M +$353K +8,135 +49%
AWM
371
Aspire Wealth Management
Massachusetts
$1.07M +$74.5K +1,715 +7%
WC
372
Weil Company
California
$1.07M +$1.07M +24,674 New
HIM
373
Hanlon Investment Management
New Jersey
$1.07M +$97.3K +2,243 +10%
CA
374
Continuum Advisory
Idaho
$1.06M +$556K +12,806 +109%
NCM
375
NCM Capital Management
New Jersey
$1.06M +$267K +6,146 +34%
13 14
15
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