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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 %
CPA
576
Cardiff Park Advisors
California
$175K +$175K +3,472 New
FFA
577
Founders Financial Alliance
North Carolina
$157K +$33.7K +667 +27%
SFC
578
SYM Financial Corp
Indiana
$149K +$46.9K +929 +46%
CWP
579
Concord Wealth Partners
Virginia
$146K +$136K +2,706 +1,346%
MIM
580
Macroview Investment Management
Maryland
$131K +$37.7K +750 +40%
NFSG
581
Newbridge Financial Services Group
Florida
$127K +$906 +18 +0.7%
FA
582
Fortis Advisors
Pennsylvania
$114K -$19.9K -396 -15%
TIM
583
Tevis Investment Management
Texas
$112K +$112K +2,228 New
FA
584
Faithward Advisors
Pennsylvania
$107K – – –
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$105K – – –
LCM
586
Logan Capital Management
Pennsylvania
$103K – – –
MPCG
587
Matrix Private Capital Group
New York
$94K – – –
PFA
588
Professional Financial Advisors
Nebraska
$88K +$708 +14 +0.8%
ME
589
McIlrath & Eck
Washington
$86K -$10.3K -204 -11%
BA
590
Ballast Advisors
Minnesota
$85K +$960 +19 +1%
HFS
591
Horizon Financial Services
North Carolina
$81.4K +$4.54K +90 +6%
Deutsche Bank
592
Deutsche Bank
Germany
$80K – – –
CFA
593
Carroll Financial Associates
North Carolina
$80K +$77.5K +1,538 +3,076%
LB
594
Legacy Bridge
Iowa
$77K – – –
BA
595
Bellwether Advisors
Nebraska
$76K +$65.8K +1,320 +644%
SL
596
Savior LLC
Massachusetts
$75K – – –
AIM
597
Anchor Investment Management
South Carolina
$74.4K -$2.92K -58 -4%
Kayne Anderson Rudnick Investment Management
598
Kayne Anderson Rudnick Investment Management
California
$74K – – –
GI
599
Gradient Investments
Minnesota
$73K -$7K -138 -9%
LIA
600
LS Investment Advisors
Michigan
$72K – – –
22 23
24
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