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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 %
AWM
476
Avior Wealth Management
Nebraska
$451K +$1.95K +45 +0.4%
KA
477
Kovack Advisors
Florida
$447K -$218K -5,023 -33%
OPCM
478
Osborne Partners Capital Management
California
$436K – – –
IGWM
479
ICA Group Wealth Management
Colorado
$429K -$44.3K -1,010 -9%
Squarepoint
480
Squarepoint
New York
$425K -$581K -13,400 -58%
ACM
481
Absolute Capital Management
Pennsylvania
$424K +$63.8K +1,472 +18%
DW
482
Domani Wealth
Pennsylvania
$419K -$1.95M -44,973 -82%
VWA
483
Visionary Wealth Advisors
Illinois
$417K +$67.4K +1,553 +19%
GW
484
GW & Wade
Massachusetts
$416K +$44.5K +1,025 +12%
TFF
485
The Family Firm
Maryland
$411K +$26.1K +601 +7%
GIA
486
Gladstone Institutional Advisory
Florida
$411K +$81.1K +1,870 +25%
SSW
487
Stone Summit Wealth
Florida
$410K +$3.34K +77 +0.8%
WTC
488
WhitTier Trust Company
Nevada
$410K +$410K +9,438 New
HWM
489
Hemington Wealth Management
Virginia
$408K – – –
MWM
490
Mission Wealth Management
California
$401K +$2.3K +53 +0.6%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$401K +$38K +877 +10%
WF
492
Wayfinding Financial
Washington
$399K +$21.7K +501 +6%
HWMA
493
Heritage Wealth Management (Arizona)
Arizona
$395K -$64.5K -1,486 -14%
FTS
494
Fifth Third Securities
Ohio
$392K – – –
FCFC
495
First Citizens Financial Corp
Iowa
$390K -$49.5K -1,140 -11%
PWM
496
PBMares Wealth Management
Virginia
$384K +$23.4K +540 +7%
SB
497
Simmons Bank
Arkansas
$381K – – –
AAS
498
Ameritas Advisory Services
Nebraska
$378K +$95.1K +2,192 +34%
PA
499
Parallel Advisors
California
$377K +$144K +3,317 +62%
RFA
500
Resurgent Financial Advisors
Georgia
$373K +$169K +3,891 +83%
18 19
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