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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.

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
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$70.2M
5
M&T Bank
5
M&T Bank
New York
$211M

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 Market Value Shares Shares
Change 		Shares
Change %
GIS
26
Grayhawk Investment Strategies
Alberta, Canada
$70.2M 1,256,100 +1,256,100 New
AA
27
Alesco Advisors
New York
$68.6M 1,580,858 +3,671 +0.2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$65.3M 1,503,644 +90,465 +6%
AL
29
Aspiriant LLC
California
$60.8M 1,401,336 +348,739 +33%
JC
30
JB Capital
Connecticut
$53.6M 1,235,624 +142,837 +13%
RJA
31
Raymond James & Associates
Florida
$53.5M 1,231,879 +321,974 +35%
AI
32
Accredited Investors
Minnesota
$49.6M 1,143,773 -48,186 -4%
WP
33
WealthSource Partners
California
$48.8M 1,124,460 +416,425 +59%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$47.9M 1,103,112 -71,877 -6%
SC
35
Savant Capital
Illinois
$47.3M 1,090,413 +33,638 +3%
Truist Financial
36
Truist Financial
North Carolina
$43M 989,952 -13,306 -1%
MWM
37
Modera Wealth Management
New Jersey
$42.8M 986,602 +256,397 +35%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$42.1M 968,995 +261,500 +37%
IWC
39
Integrated Wealth Concepts
Massachusetts
$39.5M 910,723 -68,111 -7%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$39.2M 903,232 +32,296 +4%
NA
41
NewEdge Advisors
Louisiana
$38.6M 889,287 +93,908 +12%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$36.6M 844,172 -263,656 -24%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$36.6M 843,436 -750,707 -47%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$34.3M 790,992 +77,788 +11%
RIG
45
RiverFront Investment Group
Virginia
$33.3M 767,186 +81,817 +12%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$33.2M 765,196 -15,457 -2%
BTI
47
Blue Trust Inc
Georgia
$33.2M 660,462 +660,462 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$33M 760,164 +91,761 +14%
EWM
49
Empirical Wealth Management
Washington
$32.9M 758,223 +14,081 +2%
KAS
50
Kestra Advisory Services
Texas
$32.6M 751,179 +12,225 +2%
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