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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 %
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$254K – – –
HKIMG
552
Hutchens & Kramer Investment Management Group
Indiana
$253K -$22.1K -506 -8%
WMS
553
Wealth Management Solutions
Pennsylvania
$251K -$3.85M -88,725 -94%
MSA
554
Marino Stram & Associates
Massachusetts
$249K -$1.39K -32 -0.6%
SBH
555
Segall Bryant & Hamill
Illinois
$249K +$4.64K +107 +2%
MA
556
MKT Advisors
California
$248K -$77.4K -1,830 -24%
LC
557
Lindbrook Capital
California
$248K – – –
SC
558
Scotia Capital
Ontario, Canada
$247K -$116K -2,682 -32%
DSA
559
Droms Strauss Advisors
Missouri
$247K +$130 +3 +0.1%
RFN
560
RDA Financial Network
Iowa
$244K -$32.5K -748 -12%
AP
561
Advisor Partners
California
$241K – – –
HG
562
Harbor Group
New Hampshire
$241K +$241K +5,553 New
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$239K -$17.6K -405 -7%
RFC
564
Regions Financial Corp
Alabama
$235K -$323K -7,437 -58%
MIM
565
Marco Investment Management
Georgia
$235K +$235K +5,417 New
CFS
566
CRA Financial Services
New Jersey
$234K – – –
CSWM
567
Cassady Schiller Wealth Management
Ohio
$234K +$2.65K +61 +1%
TWP
568
Tempus Wealth Planning
California
$233K +$233K +5,380 New
CCM
569
Covington Capital Management
California
$229K – – –
BWM
570
BCS Wealth Management
Tennessee
$228K -$13.6K -315 -6%
BOPW
571
Brandywine Oak Private Wealth
Pennsylvania
$227K -$4.72K -109 -2%
SWM
572
Seaside Wealth Management
California
$226K +$226K +5,095 New
SWM
573
Selective Wealth Management
Virginia
$225K -$30.9K -712 -12%
CPO
574
Cerity Partners OCIO
New York
$223K +$223K +5,128 New
HTC
575
Haverford Trust Company
Pennsylvania
$222K -$130K -2,984 -37%
21 22
23
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