iShares MSCI EAFE Value ETF
737 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, 253 reducing their positions, and 56 closing their positions.
66% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 56
14% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 253
4.05% more ownership
Funds ownership: 90.88% → 94.93% (+4.1%)
4% more funds holding
Funds holding: 710 → 737 (+27)
1% less capital invested
Capital invested by funds: $14B → $13.9B (-$109M)
4% less funds holding in top 10
Funds holding in top 10: 92 → 88 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$978M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$88.2M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$56.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$46.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$91.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$84.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$56.4M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$52.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$48.1M |
EFV Hedge Fund Activity: Q1 2022 in Review
737 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2022, worth a combined $13.9B — down 0.78% from $14B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new EFV positions and 56 closed out — a net gain of 37 holders — while 288 added to existing stakes and 253 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $978M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $91.1M.
- 737 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2022, up from 710 in Q4 2021.
- Funds reported $13.9B of iShares MSCI EAFE Value ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
- 93 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2022 and 56 closed out, a net change of +37 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $978M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $91.1M sold.
Based on aggregated 13F filings for Q1 2022.