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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 %
MI
551
Moneywise Inc
Virginia
$250K +$4.98K +99 +2%
TWC
552
TD Waterhouse Canada
Ontario, Canada
$247K +$247K +4,798 New
HR
553
Hayden Royal
North Carolina
$245K – – –
GG
554
Gofen & Glossberg
Illinois
$245K +$4.39K +87 +2%
MCM
555
MAI Capital Management
Ohio
$238K -$20.7K -411 -8%
SCM
556
Southport Capital Management
Tennessee
$238K +$238K +4,730 New
MA
557
MONECO Advisors
Connecticut
$236K -$30.6K -587 -11%
PG
558
Patten Group
Tennessee
$236K +$23.2K +462 +11%
FWP
559
Falcon Wealth Planning
California
$232K +$17.8K +354 +8%
LWAM
560
Legacy Wealth Asset Management
Minnesota
$231K +$231K +4,593 New
GHAM
561
Gilman Hill Asset Management
Connecticut
$230K +$230K +4,564 New
Lido Advisors
562
Lido Advisors
California
$229K +$229K +4,553 New
CAL
563
Capital Analysts LLC
Pennsylvania
$225K +$106K +2,097 +89%
ACM
564
Advance Capital Management
Michigan
$224K +$224K +4,440 New
MHIC
565
Marble Harbor Investment Counsel
Massachusetts
$222K – – –
ES
566
Eagle Strategies
New York
$222K +$222K +4,401 New
AT
567
American Trust
Kentucky
$220K +$220K +4,360 New
DAS
568
Dynamic Advisor Solutions
Arizona
$219K -$776K -15,358 -78%
PCA
569
Personal Capital Advisors
California
$218K -$61.9K -1,231 -22%
FFA
570
Fi3 Financial Advisors
Indiana
$218K +$218K +4,326 New
GFS
571
GYL Financial Synergies
Connecticut
$214K – – –
MFT
572
Moisand Fitzgerald Tamayo
Florida
$212K +$656 +13 +0.3%
KAM
573
KEB Asset Management
Illinois
$212K +$212K +4,212 New
FCI
574
Financial Counselors Inc
Kansas
$211K +$211K +4,187 New
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$204K – – –
21 22
23
24 25