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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 %
HNWAG
626
High Net Worth Advisory Group
Florida
$38K +$38K +871 New
JWA
627
JFS Wealth Advisors
Pennsylvania
$37K – – –
GEA
628
Glen Eagle Advisors
New Jersey
$36.9K – – –
TAM
629
Tucker Asset Management
Colorado
$35.5K -$20.9K -481 -37%
OPW
630
Oxler Private Wealth
New York
$32K +$32K +737 New
TCWM
631
Total Clarity Wealth Management
Illinois
$32K +$32K +738 New
PIA
632
Powell Investment Advisors
Florida
$30K +$946 +22 +3%
BEI
633
Benjamin Edwards Inc
Missouri
$29K -$557 -13 -2%
AW
634
Avion Wealth
Texas
$29K +$257 +6 +0.9%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K – – –
SIM
636
Studio Investment Management
Illinois
$28K +$28K +648 New
HFA
637
HC Financial Advisors
California
$27K – – –
HIA
638
Harbor Investment Advisory
Maryland
$26K +$1.09K +25 +4%
MAM
639
Meeder Asset Management
Ohio
$25K -$10.1K -236 -29%
IHWM
640
Iron Horse Wealth Management
Iowa
$23K – – –
ACA
641
Aptus Capital Advisors
Alabama
$22K – – –
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
RIM
643
Rockbridge Investment Management
New York
$20.3K -$489K -11,276 -96%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$19K +$10.2K +233 +115%
CS
645
Credit Suisse
Switzerland
$19K +$19K +443 New
AWM
646
Abound Wealth Management
Tennessee
$15.6K – – –
TF
647
Tompkins Financial
New York
$15K – – –
CFO
648
CVA Family Office
Colorado
$15K +$485 +11 +3%
FWA
649
FSC Wealth Advisors
New York
$15K +$579 +13 +4%
CICI
650
Capital Investment Counsel Inc
North Carolina
$15K +$15K +346 New
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