EFV icon

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 %
CRWM
526
Castle Rock Wealth Management
California
$286K +$258 +5 +0.1%
AAS
527
Ameritas Advisory Services
Nebraska
$285K +$285K +5,647 New
CA
528
Continuum Advisory
Idaho
$283K +$11.3K +225 +4%
AP
529
Advisor Partners
California
$281K – – –
CTC
530
Central Trust Company
Missouri
$281K +$34.9K +694 +14%
MOS
531
MGO One Seven
Ohio
$277K +$3.38K +67 +1%
SRC
532
Shufro Rose & Co
New York
$276K +$276K +5,486 New
WB
533
WesBanco Bank
West Virginia
$273K – – –
LAS
534
Lloyd Advisory Services
Georgia
$273K +$4.93K +98 +2%
F
535
F3Logic
Minnesota
$273K +$9.99K +199 +4%
PA
536
Parallel Advisors
California
$272K +$59.3K +1,176 +28%
CFS
537
CRA Financial Services
New Jersey
$271K – – –
TC
538
Trilogy Capital
California
$271K +$21.6K +428 +9%
VWA
539
Visionary Wealth Advisors
Illinois
$270K +$270K +5,359 New
FFN
540
Focus Financial Network
Minnesota
$268K -$6.48M -128,318 -96%
CSWM
541
Cassady Schiller Wealth Management
Ohio
$268K +$268K +5,315 New
CCM
542
Covington Capital Management
California
$266K – – –
RG
543
Retirement Group
California
$263K +$28.6K +482 +12%
OIA
544
OneDigital Investment Advisors
Kansas
$261K -$215K -4,258 -45%
HTC
545
Haverford Trust Company
Pennsylvania
$257K – – –
FPGK
546
Financial Partners Group (Kansas)
Kansas
$257K +$257K +4,989 New
MSA
547
Marino Stram & Associates
Massachusetts
$256K +$42.7K +847 +20%
JWCA
548
J.W. Cole Advisors
Florida
$256K +$256K +5,074 New
PO
549
Private Ocean
California
$253K +$706 +14 +0.3%
BFA
550
Beaumont Financial Advisors
Massachusetts
$251K +$251K +4,985 New
20 21
22
23 24