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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 %
Cerity Partners
626
Cerity Partners
New York
$89K -$2.6K -2,500 -3%
BA
627
Ballast Advisors
Minnesota
$87K +$2.17K +43 +3%
ME
628
McIlrath & Eck
Washington
$86K – – –
Deutsche Bank
629
Deutsche Bank
Germany
$80K – – –
LB
630
Legacy Bridge
Iowa
$77K – – –
AIM
631
Anchor Investment Management
South Carolina
$74.2K – – –
Kayne Anderson Rudnick Investment Management
632
Kayne Anderson Rudnick Investment Management
California
$73K – – –
BA
633
Bellwether Advisors
Nebraska
$72K -$3.78K -76 -5%
LIA
634
LS Investment Advisors
Michigan
$72K – – –
SL
635
Savior LLC
Massachusetts
$70K -$5.34K -105 -7%
CIA
636
Choate Investment Advisors
Massachusetts
$69K – – –
TFGT
637
TS Financial Group (TSFG)
Illinois
$68K – – –
TAM
638
Tucker Asset Management
Colorado
$65.2K +$59.4K +1,182 +1,019%
TCM
639
Tradewinds Capital Management
Washington
$61K – – –
GI
640
Gradient Investments
Minnesota
$60K -$12.5K -249 -17%
WT
641
Whittier Trust
California
$60K – – –
TWA
642
TCI Wealth Advisors
Arizona
$55K +$1.56K +31 +3%
SCA
643
Stonebridge Capital Advisors
Minnesota
$55K +$7.68K +152 +16%
IFAM
644
Institutional & Family Asset Management
Colorado
$55K +$27.5K +547 +100%
FAG
645
Fortitude Advisory Group
Washington
$53K +$2.95K +59 +6%
CIAS
646
Capital Investment Advisory Services
North Carolina
$51K -$4.28K -86 -8%
WTA
647
Washington Trust Advisors
Massachusetts
$51K – – –
CFN
648
Cordasco Financial Network
Florida
$50K – – –
EPM
649
Elm Partners Management
Pennsylvania
$48K +$48K +953 New
MIM
650
Macroview Investment Management
Maryland
$45K -$86.7K -1,716 -66%
24 25
26
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