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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 %
WA
376
Wealth Architects
California
$882K +$510K +10,117 +137%
WTB
377
Washington Trust Bank
Washington
$868K +$868K +17,208 New
GA
378
GFS Advisors
Texas
$850K +$33.8K +671 +4%
AIA
379
Angeles Investment Advisors
California
$847K – – –
PWM
380
PBMares Wealth Management
Virginia
$836K -$4.13K -82 -0.5%
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$834K +$141K +2,807 +20%
ADL
382
Asset Dedication LLC
California
$827K +$54.9K +1,089 +7%
VC
383
Veracity Capital
Georgia
$818K -$20.3K -402 -2%
Cerity Partners
384
Cerity Partners
New York
$815K +$815K +87,988 New
SWA
385
SOA Wealth Advisors
New York
$806K +$13.5K +268 +2%
MW
386
Marcum Wealth
Ohio
$804K +$88.7K +1,762 +12%
WAG
387
Winthrop Advisory Group
Massachusetts
$792K +$792K +15,675 New
ABC
388
Associated Banc-Corp
Wisconsin
$788K – – –
C
389
CEDRUS
Colorado
$785K +$785K +15,573 New
CAM
390
Campion Asset Management
Virginia
$783K +$173K +3,440 +28%
NB
391
Northwest Bancshares
Pennsylvania
$764K -$71.3K -1,413 -9%
RIM
392
Rockbridge Investment Management
New York
$763K +$756 +15 +0.1%
GMA
393
Goldstein Munger & Associates
California
$760K – – –
WS
394
Wedbush Securities
California
$747K -$44.9K -891 -6%
BCM
395
BTC Capital Management
Iowa
$738K – – –
AA
396
Ancora Advisors
Ohio
$737K +$167K +3,314 +29%
CCWA
397
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$726K +$9.07K +180 +1%
KCA
398
Karn Couzens & Associates
Connecticut
$725K +$374K +7,419 +107%
3AM
399
3EDGE Asset Management
Florida
$725K +$725K +14,390 New
GSWM
400
Golden State Wealth Management
California
$717K +$329K +6,540 +85%
14 15
16
17 18