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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
$88M
2
US Bancorp
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
Bank of America
North Carolina
$394M
4
DCM
Dupont Capital Management
Delaware
$0
5
Northern Trust
Northern Trust
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
526
Investment Advisory Group
Massachusetts
$356K – – –
MA
527
MKT Advisors
California
$355K +$95.8K +2,077 +37%
CL
528
CPWM LLC
Washington
$355K +$355K +7,064 New
FFM
529
Forum Financial Management
Illinois
$354K -$5.57K -111 -2%
RTL
530
Red Tortoise LLC
Georgia
$353K +$704 +14 +0.2%
KWM
531
Kingsview Wealth Management
Oregon
$350K +$13.8K +275 +4%
AFP
532
Ausdal Financial Partners
Iowa
$348K +$3.46K +69 +1%
SFA
533
Sequoia Financial Advisors
Ohio
$345K – – –
VFA
534
Valeo Financial Advisors
Indiana
$341K +$52.5K +1,045 +18%
IBOK
535
Independence Bank of Kentucky
Kentucky
$340K +$327K +6,504 +2,427%
PCIA
536
Prime Capital Investment Advisors
Kansas
$338K – – –
TCMP
537
Thrive Capital Management (Pennsylvania)
Pennsylvania
$334K -$23.7K -472 -7%
OFA
538
Oak Family Advisors
Illinois
$333K +$100 +2 +0%
AAS
539
Ameritas Advisory Services
Nebraska
$328K +$44.1K +878 +16%
FHB
540
First Hawaiian Bank
Hawaii
$322K – – –
DWM
541
Dopkins Wealth Management
New York
$322K +$654 +13 +0.2%
F
542
F3Logic
Minnesota
$321K +$47.4K +942 +17%
NL
543
Navalign LLC
California
$321K +$321K +6,756 New
RFN
544
RDA Financial Network
Iowa
$320K -$3.07M -61,133 -91%
HKIMG
545
Hutchens & Kramer Investment Management Group
Indiana
$320K – – –
SMA
546
Sage Mountain Advisors
Georgia
$320K – – –
MWM
547
Meridian Wealth Management
Kentucky
$317K +$19.3K +383 +6%
IWN
548
Independent Wealth Network
Iowa
$313K +$16.9K +337 +6%
JWCA
549
J.W. Cole Advisors
Florida
$312K +$57.2K +1,140 +22%
QFA
550
Quattro Financial Advisors
Texas
$310K – – –
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