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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 %
NFSG
601
Newbridge Financial Services Group
Florida
$106K -$346 -8 -0.3%
S
602
SignatureFD
Georgia
$103K +$71.5K +1,645 +227%
MCC
603
Money Concepts Capital
Florida
$99K +$83.8K +1,927 +552%
FA
604
Faithward Advisors
Pennsylvania
$92K – – –
LCM
605
Logan Capital Management
Pennsylvania
$91K – – –
TWA
606
TCI Wealth Advisors
Arizona
$82K +$34.3K +786 +72%
MPCG
607
Matrix Private Capital Group
New York
$81K – – –
BA
608
Ballast Advisors
Minnesota
$76K +$1.17K +27 +2%
ME
609
McIlrath & Eck
Washington
$74K – – –
Deutsche Bank
610
Deutsche Bank
Germany
$69K – – –
LB
611
Legacy Bridge
Iowa
$66K – – –
AIM
612
Anchor Investment Management
South Carolina
$64.1K – – –
PCG
613
Private Capital Group
Connecticut
$63K -$1.4M -32,213 -96%
BA
614
Bellwether Advisors
Nebraska
$62K – – –
TFGT
615
TS Financial Group (TSFG)
Illinois
$59K – – –
SCA
616
Stonebridge Capital Advisors
Minnesota
$47K +$172 +4 +0.4%
IF
617
Integrity Financial
Wyoming
$46K +$30.9K +709 +206%
CIAS
618
Capital Investment Advisory Services
North Carolina
$44K – – –
WTA
619
Washington Trust Advisors
Massachusetts
$44K – – –
CFN
620
Cordasco Financial Network
Florida
$43K – – –
GI
621
Gradient Investments
Minnesota
$41K -$11.2K -255 -21%
FF
622
FourThought Financial
Florida
$41K +$41K +945 New
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K +$40K +916 New
VVP
624
Venture Visionary Partners
Ohio
$39.6K +$39.6K +913 New
M1FG
625
Mach-1 Financial Group
Arkansas
$39K +$39K +920 New
23 24
25
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