EFV icon

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 %
SA
676
SRH Advisors
Kansas
$6K – – –
ACK
677
Andrew C. Karlinski
$5K – – –
PAI
678
Pittenger & Anderson Inc
Nebraska
$5K – – –
BWL
679
Bogart Wealth LLC
Virginia
$5K – – –
AWM
680
Accel Wealth Management
Iowa
$5K +$42 +1 +0.9%
CMP
681
Coston McIsaac & Partners
Maine
$5K +$5K +104 New
EW
682
Element Wealth
Mississippi
$5K +$5K +121 New
TRCT
683
Tower Research Capital (TRC)
New York
$4K -$26.1K -607 -87%
ANBT
684
American National Bank & Trust
Texas
$4K – – –
JFA
685
JNBA Financial Advisors
Minnesota
$4K – – –
FRA
686
Front Row Advisors
California
$4K – – –
TC
687
Tacita Capital
Ontario, Canada
$4K – – –
HWA
688
HHM Wealth Advisors
Tennessee
$4K +$2.82K +60 +240%
PA
689
PSI Advisors
Florida
$4K +$4K +83 New
CG
690
Cutler Group
California
$4K +$4K +100 New
GWANC
691
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +101 New
Simplex Trading
692
Simplex Trading
Illinois
$3K -$26K -633 -90%
GTAM
693
Global Trust Asset Management
Florida
$3K -$1K -25 -25%
LWANC
694
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
LPWM
695
Lake Point Wealth Management
Texas
$3K +$3K +59 New
DMKJ
696
David M. Knott Jr
$3K +$3K +63 New
RDFA
697
Ritter Daniher Financial Advisory
Ohio
$3K +$3K +72 New
WIM
698
Westside Investment Management
California
$2.31K +$202 +4,665 +10%
TCM
699
Tradewinds Capital Management
Washington
$2K -$59.2K -1,183 -97%
MIM
700
Macroview Investment Management
Maryland
$2K -$31.6K -838 -94%
26 27
28
29 30