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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 %
SFA
526
Sequoia Financial Advisors
Ohio
$307K +$9.13K +210 +3%
SAMC
527
Spectrum Asset Management (California)
California
$303K -$1.08M -24,924 -78%
NRI
528
NFP Retirement Inc
California
$302K +$302K +6,958 New
WA
529
Wealth Architects
California
$299K -$453K -10,449 -60%
AFP
530
Ausdal Financial Partners
Iowa
$297K -$3.69K -85 -1%
PCIA
531
Prime Capital Investment Advisors
Kansas
$297K +$5.69K +131 +2%
OFA
532
Oak Family Advisors
Illinois
$289K +$1.39K +32 +0.5%
DWM
533
Dopkins Wealth Management
New York
$287K +$8.69K +200 +3%
AT
534
American Trust
Kentucky
$285K -$91.7K -1,138 -24%
JWCA
535
J.W. Cole Advisors
Florida
$283K +$13.3K +307 +5%
SMA
536
Sage Mountain Advisors
Georgia
$276K – – –
NL
537
Navalign LLC
California
$273K -$20.7K -476 -7%
FHB
538
First Hawaiian Bank
Hawaii
$270K -$8.56K -197 -3%
QFA
539
Quattro Financial Advisors
Texas
$268K – – –
VFA
540
Valeo Financial Advisors
Indiana
$267K -$27.6K -637 -9%
WA
541
WBH Advisory
Maryland
$267K +$75.2K +1,779 +39%
FFM
542
Forum Financial Management
Illinois
$265K -$41.8K -961 -14%
MC
543
Middleton & Co
Massachusetts
$265K – – –
ATPW
544
Ashton Thomas Private Wealth
Arizona
$262K +$7.29K +168 +3%
KFI
545
Key Financial Inc
Pennsylvania
$261K +$4.66K +107 +2%
TWP
546
Total Wealth Planning
Ohio
$260K – – –
SF
547
SBK Financial
Virginia
$260K +$7.96K +183 +3%
IFA
548
Index Fund Advisors
California
$258K -$608 -14 -0.2%
RWM
549
Rockwood Wealth Management
Pennsylvania
$256K -$68.4K -1,575 -21%
AF
550
Allworth Financial
California
$254K -$76.1K -1,753 -23%
20 21
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