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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 %
TC
576
Trilogy Capital
California
$222K +$17.6K +407 +9%
GG
577
Gofen & Glossberg
Illinois
$217K +$5.56K +128 +3%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$216K +$43 +1 +0%
MI
579
Moneywise Inc
Virginia
$216K – – –
DA
580
Detalus Advisors
Missouri
$216K +$216K +4,978 New
WPC
581
Wedmont Private Capital
Pennsylvania
$215K +$4.04K +93 +2%
SIS
582
Sound Income Strategies
Florida
$213K -$29K -668 -12%
WWA
583
WC Walker & Associates
California
$211K +$15K +357 +8%
PG
584
Patten Group
Tennessee
$207K – – –
B
585
Bridgeworth
Alabama
$206K -$7.95K -183 -4%
PFM
586
Peak Financial Management
Massachusetts
$206K +$206K +4,745 New
AssetMark Inc
587
AssetMark Inc
California
$204K -$59.7M -1,376,615 -100%
MFT
588
Moisand Fitzgerald Tamayo
Florida
$198K +$16.5K +381 +9%
PO
589
Private Ocean
California
$193K -$23.8K -550 -11%
PMFA
590
Plante Moran Financial Advisors
Michigan
$183K +$16.3K +375 +10%
ARIS
591
Advanced Research Investment Solutions
California
$167K +$167K +3,857 New
EWA
592
EP Wealth Advisors
California
$158K -$2.65M -61,043 -94%
IBOK
593
Independence Bank of Kentucky
Kentucky
$154K -$140K -3,220 -48%
CWP
594
Concord Wealth Partners
Virginia
$151K +$15.4K +354 +11%
CPA
595
Cardiff Park Advisors
California
$144K -$8.23K -190 -5%
FFA
596
Founders Financial Alliance
North Carolina
$136K -$1.38K -32 -1%
PFA
597
Professional Financial Advisors
Nebraska
$134K -$217 -5 -0.2%
BC
598
Bartlett & Co
Ohio
$120K +$115K +2,660 +2,533%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$120K +$115K +2,660 +2,533%
FA
600
Fortis Advisors
Pennsylvania
$116K +$18.5K +426 +19%
22 23
24
25 26