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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 %
AWM
426
Alterna Wealth Management
Texas
$576K +$576K +11,429 New
SW
427
Simplicity Wealth
New Jersey
$569K +$569K +11,283 New
TP
428
Tranquility Partners
Tennessee
$567K +$655 +13 +0.1%
VW
429
Vance Wealth
California
$565K +$565K +11,209 New
ERIC
430
Eagle Rock Investment Company
Georgia
$559K +$559K +11,096 New
CPIG
431
Chicago Partners Investment Group
Illinois
$555K +$9.9K +190 +2%
BCM
432
Beaumont Capital Management
Massachusetts
$550K +$550K +10,932 New
GLLW
433
Graves Light Lenhart Wealth
Virginia
$548K +$16.5K +327 +3%
VWA
434
V Wealth Advisors
Kansas
$528K -$66.6K -1,322 -11%
AF
435
Alerus Financial
North Dakota
$524K – – –
SSW
436
Stone Summit Wealth
Florida
$521K +$521K +10,328 New
OPCM
437
Osborne Partners Capital Management
California
$520K – – –
D
438
Dentgroup
Louisiana
$518K +$518K +10,274 New
FTS
439
Fifth Third Securities
Ohio
$511K +$99.1K +1,964 +24%
GVAG
440
Great Valley Advisor Group
Delaware
$505K +$7.67K +152 +2%
PCS
441
Personal CFO Solutions
New Jersey
$499K +$499K +9,910 New
TSS
442
Two Sigma Securities
New York
$497K +$77.6K +1,542 +19%
NWA
443
New World Advisors
Massachusetts
$495K +$495K +9,819 New
BDF
444
Balasa Dinverno & Foltz
$493K +$50.7K +1,005 +11%
WCM
445
Wealthcare Capital Management
Virginia
$493K +$54.2K +1,075 +12%
SIC
446
Samalin Investment Counsel
New York
$487K +$46.5K +923 +11%
RCAG
447
Rehmann Capital Advisory Group
Michigan
$487K +$24.4K +485 +5%
AF
448
Allworth Financial
California
$480K -$87.5K -1,737 -15%
IP
449
Ignite Planners
California
$480K +$480K +9,093 New
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$472K +$6.65K +132 +1%
16 17
18
19 20