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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 %
LWM
651
Liberty Wealth Management
California
$12.5K -$11.2M -221,107 Closed
COCM
652
Charter Oak Capital Management
New Hampshire
$12K – – –
EWM
653
EPG Wealth Management
Georgia
$12K – – –
EBA
654
Eagle Bay Advisors
New York
$12K – – –
M
655
MOTCO
Texas
$12K +$12K +231 New
LFA
656
Level Financial Advisors
New York
$12K +$12K +242 New
First Manhattan
657
First Manhattan
New York
$11K -$188 -4 -2%
UB
658
UMB Bank
Missouri
$11K +$11K +209 New
MCC
659
Money Concepts Capital
Florida
$11K +$11K +212 New
IF
660
Integrity Financial
Wyoming
$11K +$11K +217 New
SA
661
SRH Advisors
Kansas
$10K – – –
BLC
662
Brown, Lisle/Cummings
Rhode Island
$9.88K +$9.88K +196 New
AAP
663
Arax Advisory Partners
Colorado
$9K – – –
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +172 New
CFB
665
Cullen/Frost Bankers
Texas
$8K – – –
JHCP
666
Jackson Hole Capital Partners
Oklahoma
$8K – – –
TCWA
667
Ten Capital Wealth Advisors
Washington
$8K +$8K +160 New
GWM
668
Grand Wealth Management
Michigan
$8K +$8K +161 New
BBPWM
669
Blue Bell Private Wealth Management
Pennsylvania
$7K +$7K +140 New
BA
670
Bivin & Associates
Oklahoma
$7K +$7K +140 New
DWA
671
Delos Wealth Advisors
Texas
$7K +$7K +143 New
MAM
672
Mystic Asset Management
Rhode Island
$7K +$7K +150 New
AWM
673
Accel Wealth Management
Iowa
$6K +$51 +1 +0.9%
PAI
674
Pittenger & Anderson Inc
Nebraska
$6K +$6K +110 New
EWM
675
Evermay Wealth Management
Virginia
$6K +$6K +111 New
25 26
27
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