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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 %
UA
401
Unison Advisors
District of Columbia
$784K -$455K -10,481 -37%
CI
402
Conning Inc
Connecticut
$784K +$230K +5,297 +42%
FWP
403
Falcon Wealth Planning
California
$781K +$539K +12,403 +222%
SCFS
404
S.C. Financial Services
Arizona
$776K -$445K -10,261 -36%
Schroder Investment Management Group
405
Schroder Investment Management Group
United Kingdom
$776K – – –
WS
406
Wedbush Securities
California
$772K +$136K +3,122 +21%
MWM
407
Merriman Wealth Management
Washington
$771K +$4.47K +103 +0.6%
TLFA
408
True Link Financial Advisors
California
$770K -$2.54M -58,508 -77%
USCWA
409
U.S. Capital Wealth Advisors
Texas
$769K +$228K +5,259 +42%
LA
410
LexAurum Advisors
Kansas
$765K +$28K +646 +4%
KeyBank National Association
411
KeyBank National Association
Ohio
$754K -$17.5K -404 -2%
PFG
412
Peterson Financial Group
Iowa
$751K -$5.99K -138 -0.8%
NP
413
NorthRock Partners
Minnesota
$750K -$31.1M -17,814 -98%
CAM
414
Campion Asset Management
Virginia
$747K +$9.34K +215 +1%
ICP
415
Interchange Capital Partners
Pennsylvania
$746K +$746K +17,210 New
FCA
416
FinTrust Capital Advisors
South Carolina
$741K -$43.8K -1,023 -6%
CW
417
CreativeOne Wealth
Kansas
$734K +$194K +4,463 +36%
LJAC
418
L.J. Altfest & Co
New York
$716K -$93.5K -2,155 -12%
FHC
419
First Heartland Consultants
Missouri
$715K +$715K +16,488 New
KAM
420
Knightsbridge Asset Management
California
$713K +$713K +16,418 New
SAM
421
Strategy Asset Managers
California
$711K -$242K -5,583 -25%
TPCW
422
TD Private Client Wealth
New York
$698K -$52.5K -1,209 -7%
VC
423
Veracity Capital
Georgia
$690K +$15K +346 +2%
WF
424
Warner Financial
Maryland
$671K +$126K +2,894 +23%
BDF
425
Balasa Dinverno & Foltz
$668K +$288K +6,628 +76%
15 16
17
18 19