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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 %
CCM
426
Cullen Capital Management
New York
$667K +$667K +15,360 New
GA
427
GFS Advisors
Texas
$660K +$28.2K +650 +4%
WCM
428
Wealthcare Capital Management
Virginia
$659K +$17.4K +400 +3%
GMA
429
Goldstein Munger & Associates
California
$655K – – –
Vontobel Holding
430
Vontobel Holding
Switzerland
$652K – – –
BHWM
431
Beaird Harris Wealth Management
Texas
$637K -$49.7K -1,145 -7%
BCM
432
BTC Capital Management
Iowa
$636K – – –
D
433
Dentgroup
Louisiana
$632K +$323K +7,435 +104%
PFS
434
Prospera Financial Services
Texas
$628K -$556K -12,802 -47%
CCWA
435
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$621K -$28.3K -653 -4%
RWP
436
Revolve Wealth Partners
New Jersey
$607K -$159K -3,672 -21%
BFA
437
Beacon Financial Advisory
Ohio
$597K -$25.8K -595 -4%
SI
438
Stephens Inc
Arkansas
$594K +$22.5K +518 +4%
RCAG
439
Rehmann Capital Advisory Group
Michigan
$590K +$127K +2,934 +28%
MW
440
Marcum Wealth
Ohio
$588K -$16.9K -390 -3%
FLPIM
441
F.L. Putnam Investment Management
Massachusetts
$585K – – –
3LCM
442
3D/L Capital Management
Connecticut
$577K +$55.7K +1,283 +11%
VIA
443
Vident Investment Advisory
Georgia
$575K +$575K +13,239 New
HWM
444
Hohimer Wealth Management
Washington
$571K +$74.6K +1,718 +15%
1IA
445
1834 Investment Advisors
Wisconsin
$564K – – –
BIP
446
Blueprint Investment Partners
North Carolina
$562K +$562K +12,958 New
SWA
447
SOA Wealth Advisors
New York
$559K -$136K -3,129 -20%
LA
448
Latitude Advisors
Florida
$545K -$1.71M -39,299 -76%
MPW
449
MA Private Wealth
California
$544K +$1.94K +46 +0.4%
NWA
450
Navis Wealth Advisors
New York
$540K +$16.6K +382 +3%
16 17
18
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