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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 %
WFC
501
Western Financial Corp
California
$370K -$6.08K -140 -2%
EAM
502
Evanson Asset Management
California
$363K +$130 +3 +0%
TP
503
Tranquility Partners
Tennessee
$361K -$127K -2,921 -26%
OCM
504
One Capital Management
California
$359K -$8.88K -205 -2%
FB
505
Fulton Bank
Pennsylvania
$356K +$356K +8,210 New
PB
506
Pinnacle Bancorp
Nebraska
$355K – – –
SRC
507
Shufro Rose & Co
New York
$355K +$46.4K +1,069 +15%
ESB
508
Essex Savings Bank
Connecticut
$354K -$21.2K -489 -6%
F
509
F3Logic
Minnesota
$354K +$77.3K +1,782 +28%
CFFP
510
Center for Financial Planning
Michigan
$353K – – –
MAS
511
Madden Advisory Services
Florida
$350K – – –
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K -$10.9K -250 -3%
SFM
513
Signet Financial Management
New Jersey
$334K -$6.08K -140 -2%
GLLW
514
Graves Light Lenhart Wealth
Virginia
$333K -$139K -3,211 -30%
GFS
515
GYL Financial Synergies
Connecticut
$332K +$147K +3,398 +80%
National Bank of Canada
516
National Bank of Canada
Quebec, Canada
$329K -$10.3K -237 -3%
Allianz Asset Management
517
Allianz Asset Management
Germany
$322K – – –
Betterment LLC
518
Betterment LLC
New York
$321K +$321K +7,390 New
RJT
519
Raymond James Trust
Florida
$316K +$82K +1,889 +35%
RTL
520
Red Tortoise LLC
Georgia
$314K +$9.34K +215 +3%
VWA
521
V Wealth Advisors
Kansas
$313K -$105K -2,418 -25%
DCM
522
Disciplina Capital Management
Tennessee
$311K +$1.22K +28 +0.4%
IAN
523
Integrated Advisors Network
Texas
$310K -$16.5K -379 -5%
RCM
524
RNC Capital Management
California
$308K – – –
KWM
525
Kingsview Wealth Management
Oregon
$308K +$5.74K +132 +2%
19 20
21
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