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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 %
RCM
601
Raleigh Capital Management
North Carolina
$72K +$72K +1,425 New
ACA
602
Aptus Capital Advisors
Alabama
$69K +$63.9K +1,265 +1,252%
CIA
603
Choate Investment Advisors
Massachusetts
$69K +$69K +1,372 New
TFGT
604
TS Financial Group (TSFG)
Illinois
$68K – – –
TC
605
TAP Consulting
Missouri
$65K +$65K +1,291 New
AWM
606
Abound Wealth Management
Tennessee
$62.5K +$62.5K +1,241 New
TCM
607
Tradewinds Capital Management
Washington
$62K – – –
PCMC
608
Paragon Capital Management (Colorado)
Colorado
$62K +$62K +1,226 New
WT
609
Whittier Trust
California
$60K – – –
CA
610
Cornerstone Advisory
Maryland
$57K +$57K +1,117 New
SPA
611
Shore Point Advisors
New Jersey
$57K +$57K +1,128 New
CIAS
612
Capital Investment Advisory Services
North Carolina
$56K – – –
AW
613
Avion Wealth
Texas
$55K +$251 +5 +0.5%
TWA
614
TCI Wealth Advisors
Arizona
$54K +$51 +1 +0.1%
EVM
615
Eaton Vance Management
Massachusetts
$53K -$29.5K -593 -36%
JWA
616
JFS Wealth Advisors
Pennsylvania
$52K +$8.87K +175 +21%
HFA
617
HC Financial Advisors
California
$51K – – –
WTA
618
Washington Trust Advisors
Massachusetts
$51K +$51K +1,012 New
CFN
619
Cordasco Financial Network
Florida
$50K +$50K +990 New
FAG
620
Fortitude Advisory Group
Washington
$50K +$50K +1,000 New
SCA
621
Stonebridge Capital Advisors
Minnesota
$47K – – –
JFA
622
JNBA Financial Advisors
Minnesota
$47K +$36K +718 +328%
MAM
623
Meeder Asset Management
Ohio
$46K +$12.2K +243 +36%
GEA
624
Glen Eagle Advisors
New Jersey
$42.8K -$17.6K -350 -29%
AIM
625
AHL Investment Management
Florida
$42K +$42K +825 New
23 24
25
26 27