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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 %
SC
451
SouthState Corp
Florida
$538K – – –
VFA
452
Voya Financial Advisors
Connecticut
$535K -$17K -387 -3%
MWM
453
Meridian Wealth Management
Kentucky
$517K +$243K +5,612 +89%
SWP
454
Stratos Wealth Partners
Ohio
$512K -$173K -3,997 -25%
HCA
455
Harbour Capital Advisors
Virginia
$511K -$8.68K -200 -2%
PPW
456
Pinnacle Private Wealth
Massachusetts
$509K -$149K -3,437 -23%
KIG
457
Kowal Investment Group
Wisconsin
$507K +$147K +3,381 +41%
AWM
458
Alterna Wealth Management
Texas
$506K +$95.7K +2,204 +23%
TA
459
Tiedemann Advisors
New York
$496K -$241K -5,554 -33%
PFA
460
Pinnacle Family Advisors
Missouri
$494K -$6.17K -142 -1%
NB
461
Northwest Bancshares
Pennsylvania
$493K -$19.7K -454 -4%
PP
462
Prosperity Planning
Missouri
$493K – – –
SIC
463
Samalin Investment Counsel
New York
$491K +$34K +783 +7%
UB
464
UMB Bank
Missouri
$486K +$486K +11,206 New
ERIC
465
Eagle Rock Investment Company
Georgia
$482K – – –
DC
466
Davenport & Co
Virginia
$480K -$37.9K -873 -7%
RF
467
RHS Financial
California
$475K +$66.1K +1,523 +16%
TA
468
TrueWealth Advisors
Alabama
$470K -$86.1K -1,984 -15%
WI
469
WrapManager Inc
California
$466K -$31.1K -716 -6%
CCB
470
Country Club Bank
Missouri
$463K +$273K +6,220 +143%
CWM
471
Cornerstone Wealth Management
Missouri
$458K -$42.4K -978 -8%
RG
472
Retirement Group
California
$457K +$238K +5,331 +109%
PIA
473
Perennial Investment Advisors
California
$456K +$19.1K +439 +4%
AF
474
Alerus Financial
North Dakota
$452K – – –
SYBT
475
Stock Yards Bank & Trust
Kentucky
$452K +$452K +10,419 New
17 18
19
20 21