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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 %
OCM
451
One Capital Management
California
$468K -$53.2K -1,055 -10%
RFC
452
Regions Financial Corp
Alabama
$466K -$3.28K -65 -0.7%
SB
453
Simmons Bank
Arkansas
$463K -$37.7K -749 -8%
WI
454
WrapManager Inc
California
$453K -$93.5K -1,854 -17%
FCFC
455
First Citizens Financial Corp
Iowa
$453K +$20.5K +408 +5%
TFF
456
The Family Firm
Maryland
$446K +$9.52K +189 +2%
GSEP
457
Golden State Equity Partners
California
$446K +$81.7K +1,622 +22%
AAM
458
Autus Asset Management
Arizona
$441K -$8.06K -160 -2%
MWM
459
Mission Wealth Management
California
$440K -$15.7K -312 -3%
EAM
460
Evanson Asset Management
California
$422K +$101 +2 +0%
GW
461
GW & Wade
Massachusetts
$421K +$106K +2,110 +34%
WF
462
Wayfinding Financial
Washington
$417K +$417K +8,166 New
SC
463
Scotia Capital
Ontario, Canada
$415K +$415K +8,233 New
PB
464
Pinnacle Bancorp
Nebraska
$413K – – –
RWM
465
Rockwood Wealth Management
Pennsylvania
$412K +$412K +8,175 New
CFFP
466
Center for Financial Planning
Michigan
$410K – – –
WFC
467
Western Financial Corp
California
$409K +$27.2K +539 +7%
TFA
468
Teamwork Financial Advisors
Texas
$408K +$199K +3,947 +95%
Bessemer Group
469
Bessemer Group
New Jersey
$407K -$62.4K -1,240 -13%
MAS
470
Madden Advisory Services
Florida
$404K +$1.72K +34 +0.4%
SWP
471
Stratos Wealth Partners
Ohio
$403K +$403K +7,989 New
LIM
472
Leavell Investment Management
Alabama
$401K – – –
SWM
473
Selective Wealth Management
Virginia
$397K +$199K +3,943 +100%
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396K +$14.1K +280 +4%
CG
475
Colony Group
Massachusetts
$395K +$26.4K +525 +7%
17 18
19
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