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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 %
HH
576
Hilltop Holdings
Texas
$271K +$271K +5,387 New
BOPW
577
Brandywine Oak Private Wealth
Pennsylvania
$269K +$269K +5,355 New
CSWM
578
Cassady Schiller Wealth Management
Ohio
$267K +$201 +4 +0.1%
CCM
579
Covington Capital Management
California
$266K – – –
SW
580
Simplicity Wealth
New Jersey
$255K -$311K -6,200 -55%
TWC
581
TD Waterhouse Canada
Ontario, Canada
$253K +$9.19K +181 +4%
PO
582
Private Ocean
California
$252K +$100 +2 +0%
MI
583
Moneywise Inc
Virginia
$250K – – –
B
584
Bridgeworth
Alabama
$248K +$248K +4,927 New
WPC
585
Wedmont Private Capital
Pennsylvania
$246K +$246K +4,855 New
GG
586
Gofen & Glossberg
Illinois
$245K +$403 +8 +0.2%
PG
587
Patten Group
Tennessee
$243K +$7.19K +143 +3%
ERWM
588
Elk River Wealth Management
Colorado
$243K +$243K +4,831 New
MCM
589
MAI Capital Management
Ohio
$241K +$3.46K +69 +1%
TC
590
Trilogy Capital
California
$237K -$33.2K -662 -12%
FPGK
591
Financial Partners Group (Kansas)
Kansas
$236K -$15K -298 -6%
RFA
592
Resurgent Financial Advisors
Georgia
$236K +$236K +4,704 New
AT
593
American Trust
Kentucky
$235K +$15.7K +313 +7%
WWA
594
WC Walker & Associates
California
$234K +$234K +4,680 New
LWAM
595
Legacy Wealth Asset Management
Minnesota
$231K – – –
ACM
596
Advance Capital Management
Michigan
$224K +$804 +16 +0.4%
MA
597
MONECO Advisors
Connecticut
$222K -$5.64K -112 -2%
CCB
598
Country Club Bank
Missouri
$222K +$222K +4,340 New
MHIC
599
Marble Harbor Investment Counsel
Massachusetts
$221K – – –
WA
600
WBH Advisory
Maryland
$218K +$218K +4,541 New
22 23
24
25 26