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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.

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
1
Angeles Investment Advisors
California
$88M
2
US Bancorp
2
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
3
Bank of America
North Carolina
$394M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
Northern Trust
5
Northern Trust
Illinois
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$86.1M 1,712,400 -75,196 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$80.2M 1,594,143 +917,063 +135%
AA
28
Alesco Advisors
New York
$79.3M 1,577,187 +27,726 +2%
PPA
29
Parametric Portfolio Associates
Washington
$76.3M 1,517,468 +121,687 +9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$71M 1,413,179 +295,981 +26%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$70.3M 1,399,516 -16,527 -1%
AssetMark Inc
32
AssetMark Inc
California
$69.4M 1,381,321 +18,972 +1%
AI
33
Accredited Investors
Minnesota
$59.9M 1,191,959 +75,620 +7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$59.1M 1,174,989 +34,570 +3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$55.7M 1,107,828 +195,702 +21%
JC
36
JB Capital
Connecticut
$54.9M 1,092,787 -77,858 -7%
SC
37
Savant Capital
Illinois
$53.1M 1,056,775 -5,438 -0.5%
AL
38
Aspiriant LLC
California
$52.9M 1,052,597 -7,741 -0.7%
Truist Financial
39
Truist Financial
North Carolina
$50.4M 1,003,258 -72,604 -7%
IWC
40
Integrated Wealth Concepts
Massachusetts
$49.2M 978,834 +384,017 +65%
RJA
41
Raymond James & Associates
Florida
$45.7M 909,905 -138,856 -13%
FSWA
42
Financial Synergies Wealth Advisors
Texas
$43.8M 870,936 +13,607 +2%
NA
43
NewEdge Advisors
Louisiana
$40M 795,379 -30,519 -4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$39.2M 780,653 +736,130 +1,653%
AI
45
Atria Investments
North Carolina
$38.3M 762,827 -10,012 -1%
EWM
46
Empirical Wealth Management
Washington
$37.4M 744,142 +23,797 +3%
KAS
47
Kestra Advisory Services
Texas
$37.1M 738,954 -44,858 -6%
MWM
48
Modera Wealth Management
New Jersey
$36.7M 730,205 +363,287 +99%
Jane Street
49
Jane Street
New York
$36.5M 726,063 +697,506 +2,443%
SCM
50
SCS Capital Management
Massachusetts
$36.3M 722,982 -19,159 -3%
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