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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 %
FFA
601
Fi3 Financial Advisors
Indiana
$217K – – –
GFS
602
GYL Financial Synergies
Connecticut
$214K – – –
MFT
603
Moisand Fitzgerald Tamayo
Florida
$210K -$1.01K -20 -0.5%
Fisher Asset Management
604
Fisher Asset Management
Washington
$209K +$209K +4,162 New
CRWM
605
Castle Rock Wealth Management
California
$208K -$68.4K -1,372 -25%
CC
606
Courier Capital
New York
$208K +$208K +4,133 New
ADIM
607
Alpha DNA Investment Management
Maryland
$207K +$207K +4,124 New
FCI
608
Financial Counselors Inc
Kansas
$205K -$5.48K -109 -3%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$204K – – –
OIA
610
OneDigital Investment Advisors
Kansas
$203K -$56.9K -1,134 -22%
RW
611
Rede Wealth
Virginia
$202K +$202K +4,015 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$193K +$193K +3,832 New
CPA
613
Cardiff Park Advisors
California
$177K +$2.22K +44 +1%
FFA
614
Founders Financial Alliance
North Carolina
$160K +$3.28K +65 +2%
CWP
615
Concord Wealth Partners
Virginia
$157K +$10.7K +212 +7%
PFA
616
Professional Financial Advisors
Nebraska
$156K +$68.4K +1,358 +78%
SLWA
617
San Luis Wealth Advisors
California
$147K +$147K +2,910 New
FHA
618
First Horizon Advisors
Tennessee
$130K -$7.93M -158,279 -98%
NFSG
619
Newbridge Financial Services Group
Florida
$124K -$3.33K -66 -3%
CAL
620
Capital Analysts LLC
Pennsylvania
$116K -$108K -2,149 -48%
FA
621
Fortis Advisors
Pennsylvania
$113K -$903 -18 -0.8%
FA
622
Faithward Advisors
Pennsylvania
$106K – – –
LCM
623
Logan Capital Management
Pennsylvania
$105K +$2.41K +48 +2%
SFC
624
SYM Financial Corp
Indiana
$99K -$48.8K -975 -33%
MPCG
625
Matrix Private Capital Group
New York
$94K – – –
23 24
25
26 27