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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 %
KCA
426
Karn Couzens & Associates
Connecticut
$752K +$29.4K +584 +4%
WCM
427
Wealthcare Capital Management
Virginia
$743K +$251K +4,992 +51%
WS
428
Wedbush Securities
California
$737K -$8.49K -169 -1%
BCM
429
BTC Capital Management
Iowa
$737K – – –
GA
430
GFS Advisors
Texas
$732K -$116K -2,299 -14%
BFA
431
Beacon Financial Advisory
Ohio
$721K +$27.3K +544 +4%
MW
432
Marcum Wealth
Ohio
$701K -$101K -2,015 -13%
GVAG
433
Great Valley Advisor Group
Delaware
$682K +$179K +3,563 +36%
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$678K +$11.1K +220 +2%
NFP
435
Narus Financial Partners
Utah
$670K +$670K +13,331 New
STA
436
Summit Trail Advisors
New York
$665K -$1.75M -34,891 -72%
SI
437
Stephens Inc
Arkansas
$662K – – –
PWPS
438
Pinnacle Wealth Planning Services
Ohio
$662K +$662K +13,174 New
1IA
439
1834 Investment Advisors
Wisconsin
$653K – – –
MPW
440
MA Private Wealth
California
$648K +$603 +12 +0.1%
TA
441
TrueWealth Advisors
Alabama
$646K – – –
RFC
442
Regions Financial Corp
Alabama
$646K +$181K +3,604 +39%
VFA
443
Voya Financial Advisors
Connecticut
$643K -$754K -14,781 -54%
CI
444
Conning Inc
Connecticut
$641K – – –
WF
445
Warner Financial
Maryland
$632K +$36.9K +734 +6%
USCWA
446
U.S. Capital Wealth Advisors
Texas
$627K -$429K -8,538 -41%
CW
447
CreativeOne Wealth
Kansas
$626K -$8.54K -170 -1%
SC
448
SouthState Corp
Florida
$624K -$4.03K -80 -0.6%
NWA
449
Navis Wealth Advisors
New York
$607K +$1.26K +25 +0.2%
3LCM
450
3D/L Capital Management
Connecticut
$603K -$28K -558 -4%
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