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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 %
IF
376
Intrua Financial
Texas
$1.16M -$518K -10,316 -31%
QPWM
377
Quadrant Private Wealth Management
Pennsylvania
$1.16M +$191K +3,797 +20%
AWM
378
Aspire Wealth Management
Massachusetts
$1.16M +$196K +3,899 +20%
HIM
379
Hanlon Investment Management
New Jersey
$1.12M -$46.4K -924 -4%
AFA
380
American Financial Advisors
Georgia
$1.12M -$38.3K -762 -3%
SAM
381
Strategy Asset Managers
California
$1.1M +$1.1M +21,975 New
SP
382
Successful Portfolios
Florida
$1.07M +$29.3K +584 +3%
FP
383
Financial Perspectives
Minnesota
$1.06M +$57.3K +1,141 +6%
SIA
384
Stegner Investment Associates
Kentucky
$1.05M -$2.29M -45,559 -69%
WCM
385
Windham Capital Management
Massachusetts
$1.04M -$6.03K -120 -0.6%
ABC
386
Associated Banc-Corp
Wisconsin
$1.03M +$246K +4,895 +31%
FG
387
Foster Group
Iowa
$1.01M -$298K -5,927 -23%
CA
388
Clearstead Advisors
Ohio
$969K – – –
APP
389
Avantax Planning Partners
Iowa
$959K -$2.96M -58,818 -76%
OLVIG
390
Oliver Lagore Vanvalin Investment Group
Michigan
$951K -$6.93M -135,996 -88%
GL
391
Graypoint LLC
New York
$947K +$22K +437 +2%
LJAC
392
L.J. Altfest & Co
New York
$938K -$135K -2,679 -13%
NCM
393
NCM Capital Management
New Jersey
$922K +$922K +18,342 New
FCA
394
FinTrust Capital Advisors
South Carolina
$920K -$42.5K -847 -4%
NP
395
NorthRock Partners
Minnesota
$917K -$221K -4,400 -19%
Schroder Investment Management Group
396
Schroder Investment Management Group
United Kingdom
$904K +$904K +17,715 New
KeyBank National Association
397
KeyBank National Association
Ohio
$893K -$33.1K -658 -4%
RWP
398
Revolve Wealth Partners
New Jersey
$888K -$148K -2,947 -14%
MWM
399
Merriman Wealth Management
Washington
$887K -$93.3K -1,857 -10%
PFG
400
Peterson Financial Group
Iowa
$876K -$4.88K -97 -0.6%
14 15
16
17 18