EFV icon

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 %
HCA
451
Harbour Capital Advisors
Virginia
$602K – – –
DC
452
Davenport & Co
Virginia
$600K -$45K -895 -7%
RIM
453
Rockbridge Investment Management
New York
$596K -$172K -3,396 -22%
NB
454
Northwest Bancshares
Pennsylvania
$593K -$167K -3,335 -22%
CWM
455
Cornerstone Wealth Management
Missouri
$580K -$68.3K -1,359 -11%
PFA
456
Pinnacle Family Advisors
Missouri
$579K +$579K +11,521 New
WI
457
WrapManager Inc
California
$575K +$124K +2,461 +27%
HWM
458
Hohimer Wealth Management
Washington
$574K +$187K +3,727 +48%
TP
459
Tranquility Partners
Tennessee
$565K – – –
SFO
460
Stokes Family Office
Louisiana
$560K +$560K +11,140 New
ERIC
461
Eagle Rock Investment Company
Georgia
$558K – – –
PP
462
Prosperity Planning
Missouri
$557K – – –
CA
463
Continuum Advisory
Idaho
$557K +$290K +6,084 +108%
GLLW
464
Graves Light Lenhart Wealth
Virginia
$547K – – –
GSWM
465
Golden State Wealth Management
California
$538K -$178K -3,534 -25%
WTB
466
Washington Trust Bank
Washington
$537K -$328K -6,530 -38%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$536K +$49.9K +992 +10%
IGWM
468
ICA Group Wealth Management
Colorado
$534K +$534K +10,784 New
HWMA
469
Heritage Wealth Management (Arizona)
Arizona
$532K +$532K +10,581 New
SIC
470
Samalin Investment Counsel
New York
$529K +$43K +855 +9%
AF
471
Alerus Financial
North Dakota
$523K – – –
AWM
472
Avior Wealth Management
Nebraska
$520K -$58.8K -1,171 -10%
FCFC
473
First Citizens Financial Corp
Iowa
$509K +$56.4K +1,122 +12%
OPCM
474
Osborne Partners Capital Management
California
$505K -$13.2K -262 -3%
PIA
475
Perennial Investment Advisors
California
$504K +$504K +10,019 New
17 18
19
20 21