EFV icon

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 %
JWA
651
JFS Wealth Advisors
Pennsylvania
$43K -$8.84K -175 -17%
GEA
652
Glen Eagle Advisors
New Jersey
$42.7K – – –
IWP
653
IAG Wealth Partners
Wisconsin
$42K – – –
MAM
654
Meeder Asset Management
Ohio
$41K -$4.71K -94 -10%
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$37K +$28.2K +555 +323%
S
656
SignatureFD
Georgia
$36K +$8.93K +180 +33%
BEI
657
Benjamin Edwards Inc
Missouri
$35K – – –
TRCT
658
Tower Research Capital (TRC)
New York
$35K +$5.7K +114 +19%
Simplex Trading
659
Simplex Trading
Illinois
$35K +$35K +706 New
AW
660
Avion Wealth
Texas
$34K -$21.5K -425 -39%
PIA
661
Powell Investment Advisors
Florida
$34K +$50 +1 +0.1%
HFA
662
HC Financial Advisors
California
$32K -$19.3K -380 -38%
HIA
663
Harbor Investment Advisory
Maryland
$29K +$6.22K +122 +27%
BCMLT
664
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K +$28K +548 New
LWA
665
Lenox Wealth Advisors
New York
$28K +$28K +560 New
IHWM
666
Iron Horse Wealth Management
Iowa
$26K – – –
AFG
667
Albion Financial Group
Utah
$26K +$26K +510 New
ACA
668
Aptus Capital Advisors
Alabama
$25K -$43.2K -865 -63%
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
AWM
670
Abound Wealth Management
Tennessee
$18.1K -$44.3K -881 -71%
MCC
671
Money Concepts Capital
Florida
$18K +$7.07K +137 +65%
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$280K -5,477 -94%
CFO
673
CVA Family Office
Colorado
$17K – – –
TF
674
Tompkins Financial
New York
$17K +$817 +16 +5%
IF
675
Integrity Financial
Wyoming
$17K +$6.31K +128 +59%
25 26
27
28 29