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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.

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 %
CPIG
476
Chicago Partners Investment Group
Illinois
$499K -$3.68K -78 -0.7%
WANY
477
Wealthspire Advisors (New York)
New York
$496K +$496K +9,865 New
VWA
478
V Wealth Advisors
Kansas
$484K -$42.4K -843 -8%
SSW
479
Stone Summit Wealth
Florida
$477K -$48.2K -947 -9%
AWM
480
Alterna Wealth Management
Texas
$475K -$99.2K -1,974 -17%
RF
481
RHS Financial
California
$473K +$155K +3,085 +49%
HWM
482
Hemington Wealth Management
Virginia
$472K +$472K +9,397 New
MWM
483
Mission Wealth Management
California
$461K +$22.4K +446 +5%
FTS
484
Fifth Third Securities
Ohio
$454K -$54.6K -1,087 -11%
C
485
CEDRUS
Colorado
$453K -$330K -6,569 -42%
TFF
486
The Family Firm
Maryland
$446K +$905 +18 +0.2%
BDF
487
Balasa Dinverno & Foltz
$441K -$50.5K -1,005 -10%
SB
488
Simmons Bank
Arkansas
$441K -$21.4K -426 -5%
ESB
489
Essex Savings Bank
Connecticut
$436K +$49.4K +982 +13%
WFC
490
Western Financial Corp
California
$435K +$27.8K +554 +7%
MLA
491
My Legacy Advisors
Oregon
$433K +$433K +8,611 New
GW
492
GW & Wade
Massachusetts
$430K +$9.81K +195 +2%
PCA
493
Permit Capital Advisors
Pennsylvania
$427K +$427K +8,500 New
OCM
494
One Capital Management
California
$426K -$40.1K -800 -9%
CIBC Private Wealth Group
495
CIBC Private Wealth Group
Georgia
$421K -$50.3K -1,000 -11%
EAM
496
Evanson Asset Management
California
$421K – – –
SC
497
Scotia Capital
Ontario, Canada
$421K +$7.19K +143 +2%
ACM
498
Absolute Capital Management
Pennsylvania
$418K +$79.9K +1,589 +24%
KIG
499
Kowal Investment Group
Wisconsin
$418K +$418K +8,308 New
PWM
500
PBMares Wealth Management
Virginia
$417K -$416K -8,290 -50%
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