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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 %
MC
551
Middleton & Co
Massachusetts
$307K – – –
Susquehanna International Group
552
Susquehanna International Group
Pennsylvania
$305K -$5.03K -100 -2%
TWP
553
Total Wealth Planning
Ohio
$301K +$301K +5,982 New
CBFP
554
Cedar Brook Financial Partners
Ohio
$300K +$1.61K +32 +0.5%
IFA
555
Index Fund Advisors
California
$299K +$3.62K +72 +1%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$297K +$192K +3,830 +184%
SWM
557
Selective Wealth Management
Virginia
$296K -$99.1K -1,974 -25%
KFI
558
Key Financial Inc
Pennsylvania
$296K +$1.56K +31 +0.5%
MOS
559
MGO One Seven
Ohio
$296K +$20.2K +403 +7%
ATPW
560
Ashton Thomas Private Wealth
Arizona
$295K +$295K +5,866 New
DSA
561
Droms Strauss Advisors
Missouri
$291K – – –
SF
562
SBK Financial
Virginia
$291K +$602 +12 +0.2%
MSA
563
Marino Stram & Associates
Massachusetts
$290K +$34.4K +685 +13%
LC
564
Lindbrook Capital
California
$287K -$101K -2,000 -26%
SBH
565
Segall Bryant & Hamill
Illinois
$285K +$285K +5,632 New
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$281K – – –
FWP
567
Falcon Wealth Planning
California
$281K +$49K +974 +21%
BWM
568
BCS Wealth Management
Tennessee
$280K -$19.5K -388 -7%
SIS
569
Sound Income Strategies
Florida
$280K -$14.7K -292 -5%
AP
570
Advisor Partners
California
$279K – – –
RG
571
Retirement Group
California
$278K +$26.9K +475 +11%
PA
572
Parallel Advisors
California
$274K -$1.48K -29 -0.5%
RJT
573
Raymond James Trust
Florida
$271K -$67.5K -1,341 -20%
LAS
574
Lloyd Advisory Services
Georgia
$271K -$2.11K -42 -0.8%
CFS
575
CRA Financial Services
New Jersey
$271K – – –
21 22
23
24 25