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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 %
MFA
476
Mayflower Financial Advisors
Massachusetts
$394K +$144K +2,861 +58%
HWM
477
Hohimer Wealth Management
Washington
$388K +$388K +7,701 New
LC
478
Lindbrook Capital
California
$388K +$388K +7,709 New
ESB
479
Essex Savings Bank
Connecticut
$387K -$9.32K -185 -2%
IAN
480
Integrated Advisors Network
Texas
$382K -$1.23M -24,427 -76%
SFM
481
Signet Financial Management
New Jersey
$380K +$24.6K +487 +7%
IAG
482
Investment Advisory Group
Massachusetts
$377K +$377K +7,102 New
FWIA
483
Fort Washington Investment Advisors
Ohio
$376K – – –
Allianz Asset Management
484
Allianz Asset Management
Germany
$373K – – –
JSW
485
Journey Strategic Wealth
New Jersey
$368K +$368K +7,308 New
FFM
486
Forum Financial Management
Illinois
$361K +$361K +7,171 New
National Bank of Canada
487
National Bank of Canada
Quebec, Canada
$360K +$360K +7,146 New
DCM
488
Disciplina Capital Management
Tennessee
$359K -$2.82M -55,858 -89%
TCMP
489
Thrive Capital Management (Pennsylvania)
Pennsylvania
$358K +$84.9K +1,686 +31%
RTL
490
Red Tortoise LLC
Georgia
$353K -$11.5K -229 -3%
AFP
491
Ausdal Financial Partners
Iowa
$346K +$19.2K +381 +6%
SFA
492
Sequoia Financial Advisors
Ohio
$345K +$49.6K +985 +17%
MP
493
McDonald Partners
Ohio
$339K +$339K +6,719 New
ACM
494
Absolute Capital Management
Pennsylvania
$339K +$339K +6,719 New
RJT
495
Raymond James Trust
Florida
$339K +$30.9K +613 +10%
PCIA
496
Prime Capital Investment Advisors
Kansas
$338K +$338K +6,712 New
KWM
497
Kingsview Wealth Management
Oregon
$337K +$67.1K +1,330 +25%
OFA
498
Oak Family Advisors
Illinois
$334K +$1.11K +22 +0.3%
FHB
499
First Hawaiian Bank
Hawaii
$323K – – –
BWA
500
BDO Wealth Advisors
Florida
$323K +$60.6K +1,200 +23%
18 19
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