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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 %
ACK
676
Andrew C. Karlinski
$6K +$6K +113 New
TAM
677
Tucker Asset Management
Colorado
$5.84K – – –
TC
678
Tacita Capital
Ontario, Canada
$5K -$12.4K -235 -71%
ANBT
679
American National Bank & Trust
Texas
$5K – – –
BWL
680
Bogart Wealth LLC
Virginia
$5K – – –
GTAM
681
Global Trust Asset Management
Florida
$5K – – –
FRA
682
Front Row Advisors
California
$5K – – –
FWA
683
FSC Wealth Advisors
New York
$5K +$5K +91 New
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
NL
685
NVWM LLC
Pennsylvania
$4K +$4K +86 New
CAAS
686
Capital Asset Advisory Services
Michigan
$3K – – –
BCA
687
Bray Capital Advisors
Florida
$3K – – –
BWP
688
Baldwin Wealth Partners
Massachusetts
$3K – – –
MWM
689
Mascoma Wealth Management
New Hampshire
$3K – – –
MFA
690
McClarren Financial Advisors
Pennsylvania
$3K +$113 +2 +4%
Optiver Holding
691
Optiver Holding
Netherlands
$3K +$3K +65 New
SFG
692
Steward Financial Group
Texas
$3K +$3K +68 New
RPCONE
693
Retirement Planning Company of New England
Rhode Island
$3K +$3K +70 New
WIM
694
Westside Investment Management
California
$2.09K +$79 +1,578 +4%
AA
695
Addison Advisors
Vermont
$2K – – –
SSC
696
Syverson Strege & Co
Iowa
$2K +$57 +1 +3%
MFC
697
Morris Financial Concepts
South Carolina
$2K +$2K +36 New
FWM
698
Focused Wealth Management
New York
$1K – – –
GWSG
699
GPS Wealth Strategies Group
Colorado
$1K – – –
HWA
700
HHM Wealth Advisors
Tennessee
$1K – – –
26 27
28
29 30