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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
626
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K – – –
HIA
627
Harbor Investment Advisory
Maryland
$23K +$530 +14 +2%
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23K +613 New
RG
629
Retirement Group
California
$22K -$365K -9,657 -94%
MAM
630
Meeder Asset Management
Ohio
$22K – – –
EC
631
EdgeRock Capital
Colorado
$20K +$20K +527 New
KTC
632
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
CG
633
Cutler Group
California
$19K +$15.2K +400 +400%
TAM
634
Tucker Asset Management
Colorado
$17.7K -$16.1K -389 -48%
WFA
635
Wipfli Financial Advisors
Wisconsin
$17K +$17K +449 New
CT
636
Cambridge Trust
Massachusetts
$14K +$14K +368 New
TF
637
Tompkins Financial
New York
$13K – – –
CFO
638
CVA Family Office
Colorado
$13K – – –
WWM
639
Wolff Wiese Magana
California
$13K – – –
FWA
640
FSC Wealth Advisors
New York
$13K +$411 +11 +3%
NMG
641
New Millennium Group
Utah
$12K -$619 -16 -5%
HBW
642
Hazlett, Burt & Watson
West Virginia
$12K – – –
OIA
643
Optimum Investment Advisors
Illinois
$12K – – –
BAM
644
Baldrige Asset Management
Pennsylvania
$12K +$1.03K +27 +9%
RIA
645
Realta Investment Advisors
Delaware
$12K +$12K +322 New
BC
646
Barrett & Company
Rhode Island
$11K +$11K +240 New
S
647
SignatureFD
Georgia
$11K -$83.2K -2,094 -88%
APW
648
Axim Planning & Wealth
Ohio
$11K +$401 +10 +4%
AWM
649
Accel Wealth Management
Iowa
$11K +$6.31K +159 +135%
FCAG
650
First Capital Advisors Group
New Jersey
$11K +$11K +293 New
24 25
26
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