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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 %
WA
376
Waverly Advisors
Alabama
$1.05M – – –
SWM
377
Soundmark Wealth Management
Washington
$1.05M +$15.3K +352 +1%
MLA
378
My Legacy Advisors
Oregon
$1.04M +$680K +16,117 +187%
FG
379
Foster Group
Iowa
$1.01M +$135K +3,116 +15%
CA
380
Clearstead Advisors
Ohio
$991K +$154K +3,559 +18%
IF
381
Intrua Financial
Texas
$978K -$23.5K -542 -2%
TFA
382
Teamwork Financial Advisors
Texas
$972K -$155K -3,575 -14%
STA
383
Summit Trail Advisors
New York
$969K +$395K +9,095 +69%
SP
384
Successful Portfolios
Florida
$959K +$38.4K +885 +4%
AG
385
Ascent Group
Virginia
$945K -$1.52M -34,405 -62%
LSAG
386
Lake Street Advisors Group
New Hampshire
$935K -$836K -19,264 -47%
OWA
387
Opal Wealth Advisors
New York
$934K +$934K +21,513 New
FP
388
Financial Perspectives
Minnesota
$922K +$7.12K +164 +0.8%
CAL
389
Capital Analysts LLC
Pennsylvania
$920K +$820K +18,883 +821%
PCIG
390
Partners Capital Investment Group
Massachusetts
$914K +$914K +21,054 New
WCM
391
Windham Capital Management
Massachusetts
$904K +$5.64K +130 +0.6%
ABC
392
Associated Banc-Corp
Wisconsin
$894K +$3.17K +73 +0.4%
MHR
393
Matthew Hamilton Rosenberg
$892K -$192K -4,403 -18%
SFG
394
Sovereign Financial Group
Connecticut
$883K +$211K +4,859 +31%
AFA
395
American Financial Advisors
Georgia
$866K -$102K -2,360 -11%
PCS
396
Personal CFO Solutions
New Jersey
$866K +$177K +4,082 +26%
OLVIG
397
Oliver Lagore Vanvalin Investment Group
Michigan
$864K +$54.7K +1,260 +7%
AA
398
Ancora Advisors
Ohio
$864K +$182K +4,204 +27%
PTC
399
Private Trust Company
Ohio
$840K +$840K +19,347 New
GL
400
Graypoint LLC
New York
$818K – – –
14 15
16
17 18