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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 %
DWM
501
Dopkins Wealth Management
New York
$322K +$322K +6,392 New
SMA
502
Sage Mountain Advisors
Georgia
$321K -$4.99K -99 -2%
RF
503
RHS Financial
California
$319K +$21.5K +427 +7%
PFS
504
Prospera Financial Services
Texas
$318K +$104K +2,058 +48%
HKIMG
505
Hutchens & Kramer Investment Management Group
Indiana
$318K +$318K +6,306 New
QFA
506
Quattro Financial Advisors
Texas
$311K -$5.7M -113,112 -95%
Susquehanna International Group
507
Susquehanna International Group
Pennsylvania
$311K -$2.83M -56,037 -90%
LWAC
508
Laurel Wealth Advisors (California)
California
$308K +$308K +6,103 New
MC
509
Middleton & Co
Massachusetts
$307K – – –
JIC
510
Johnson Investment Counsel
Ohio
$306K +$49.4K +978 +19%
BWM
511
BCS Wealth Management
Tennessee
$301K +$18.9K +375 +7%
PPW
512
Pinnacle Private Wealth
Massachusetts
$301K +$301K +5,973 New
CBFP
513
Cedar Brook Financial Partners
Ohio
$300K +$68.3K +1,354 +29%
MWM
514
Meridian Wealth Management
Kentucky
$298K +$298K +5,922 New
IWN
515
Independent Wealth Network
Iowa
$297K +$297K +5,895 New
IFA
516
Index Fund Advisors
California
$296K +$296K +5,880 New
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$295K -$50.4K -1,000 -15%
KFI
518
Key Financial Inc
Pennsylvania
$295K -$4.83K -96 -2%
SIS
519
Sound Income Strategies
Florida
$295K -$4.68K -93 -2%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$293K +$272K +5,400 +1,320%
SF
521
SBK Financial
Virginia
$292K +$292K +5,785 New
CA
522
CGN Advisors
Kansas
$291K -$79.1K -1,572 -21%
VFA
523
Valeo Financial Advisors
Indiana
$290K – – –
DSA
524
Droms Strauss Advisors
Missouri
$288K +$1.62K +32 +0.6%
MA
525
MKT Advisors
California
$287K +$287K +5,618 New
19 20
21
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