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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 %
BHWM
401
Beaird Harris Wealth Management
Texas
$716K +$716K +14,210 New
FAIM
402
Financial Advocates Investment Management
Washington
$705K -$1.56M -31,196 -69%
KM
403
Kalos Management
Georgia
$697K +$39.4K +752 +6%
BFA
404
Beacon Financial Advisory
Ohio
$696K +$20.6K +408 +3%
CWG
405
Crown Wealth Group
North Carolina
$675K +$675K +13,405 New
Vontobel Holding
406
Vontobel Holding
Switzerland
$673K – – –
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$668K – – –
SI
408
Stephens Inc
Arkansas
$663K -$66.1K -1,313 -9%
KA
409
Kovack Advisors
Florida
$658K -$85.1K -1,688 -11%
1IA
410
1834 Investment Advisors
Wisconsin
$654K – – –
CWM
411
Cornerstone Wealth Management
Missouri
$649K -$3.12K -62 -0.5%
MPW
412
MA Private Wealth
California
$649K +$5.24K +104 +0.8%
DC
413
Davenport & Co
Virginia
$647K +$116K +2,310 +22%
TA
414
TrueWealth Advisors
Alabama
$646K +$49.2K +975 +8%
CI
415
Conning Inc
Connecticut
$643K -$63.5K -1,260 -9%
CW
416
CreativeOne Wealth
Kansas
$637K +$103K +2,051 +19%
EWA
417
EP Wealth Advisors
California
$637K +$637K +12,635 New
3LCM
418
3D/L Capital Management
Connecticut
$633K +$5.44K +108 +0.9%
SC
419
SouthState Corp
Florida
$629K – – –
NWA
420
Navis Wealth Advisors
New York
$607K +$13K +257 +2%
HCA
421
Harbour Capital Advisors
Virginia
$603K -$154K -3,050 -20%
WF
422
Warner Financial
Maryland
$596K +$596K +11,836 New
TA
423
Tiedemann Advisors
New York
$584K -$28.3K -562 -5%
AWM
424
Avior Wealth Management
Nebraska
$581K -$30K -595 -5%
PP
425
Prosperity Planning
Missouri
$580K -$67.6K -1,342 -10%
15 16
17
18 19