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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
$2.77B
2
Bank of America
Bank of America
North Carolina
$451M
3
LPL Financial
LPL Financial
California
$569M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.63B
5
I
INVST
Indiana
$35M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
Franklin Resources
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
Ameriprise
Minnesota
$112M
5
MIS
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
626
IAG Wealth Partners
Wisconsin
$42K +$42K +833 New
CCM
627
Chilton Capital Management
Texas
$40K +$40K +785 New
Macquarie Group
628
Macquarie Group
Australia
$39K +$39K +776 New
TCWM
629
Total Clarity Wealth Management
Illinois
$37K – – –
BEI
630
Benjamin Edwards Inc
Missouri
$35K +$35K +690 New
PIA
631
Powell Investment Advisors
Florida
$34K +$705 +14 +2%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$31K -$88.2K -1,733 -74%
BAM
633
Baldrige Asset Management
Pennsylvania
$31K – – –
TRCT
634
Tower Research Capital (TRC)
New York
$30K +$28.8K +563 +2,448%
S
635
SignatureFD
Georgia
$28K -$14.8K -288 -35%
TFM
636
TFC Financial Management
Massachusetts
$28K – – –
IFAM
637
Institutional & Family Asset Management
Colorado
$28K +$205 +4 +0.7%
IHWM
638
Iron Horse Wealth Management
Iowa
$26K – – –
KTC
639
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
HIA
640
Harbor Investment Advisory
Maryland
$23K +$16.8K +326 +269%
RFA
641
Reilly Financial Advisors
California
$17K – – –
CFO
642
CVA Family Office
Colorado
$17K +$878 +17 +5%
RK
643
Rather & Kittrell
Tennessee
$17K +$17K +340 New
CI
644
Cordant Inc
Oregon
$16K -$3.42K -66 -18%
TF
645
Tompkins Financial
New York
$16K – – –
AIP
646
Ahrens Investment Partners
Louisiana
$16K +$16K +322 New
OIA
647
Optimum Investment Advisors
Illinois
$15K – – –
IBOK
648
Independence Bank of Kentucky
Kentucky
$14K – – –
HI
649
Hudock Inc
Pennsylvania
$13K -$1.81K -37 -12%
CWS
650
Confluence Wealth Services
Pennsylvania
$13K +$13K +267 New
24 25
26
27 28