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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 %
PG
701
Proffitt & Goodson
Tennessee
$1K +$1K +21 New
TA
702
Tectonic Advisors
Texas
$1K +$1K +24 New
FHC
703
First Heartland Consultants
Missouri
$805 +$22 +429 +3%
ED
704
Exane Derivatives
France
$302 – – –
RTC
705
Riverview Trust Company
Washington
$7 – – –
MOACM
706
Mutual of America Capital Management
New York
– -$80.2M -1,576,225 Closed
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
– -$48.3M -949,879 Closed
Barclays
708
Barclays
United Kingdom
– -$18.9M -371,115 Closed
HAFS
709
Hapanowicz & Associates Financial Services
Pennsylvania
– -$15.7M -309,237 Closed
DT
710
Diversified Trust
Tennessee
– -$12.7M -250,453 Closed
NAG
711
Northstar Advisory Group
New Jersey
– -$5.07M -99,673 Closed
FMP
712
Financial Management Professionals
Texas
– -$4.54M -89,240 Closed
BOS
713
Bingham Osborn & Scarborough
California
– -$3.43M -67,351 Closed
VWM
714
Venturi Wealth Management
Texas
– -$3.38M -66,366 Closed
FTUS
715
Flow Traders U.S.
New York
– -$3.22M -63,287 Closed
IWS
716
Insight Wealth Strategies
California
– -$2.53M -49,815 Closed
OWA
717
Outlook Wealth Advisors
Texas
– -$2.4M -47,149 Closed
GLA
718
Good Life Advisors
Pennsylvania
– -$2.03M -39,850 Closed
CWM
719
CCG Wealth Management
California
– -$1.65M -32,343 Closed
TFA
720
Tobias Financial Advisors
Florida
– -$976K -19,188 Closed
SIM
721
Stratos Investment Management
Ohio
– -$919K -18,073 Closed
GRP
722
Global Retirement Partners
California
– -$556K -10,934 Closed
PIA
723
Perennial Investment Advisors
California
– -$551K -10,835 Closed
PFA
724
Pinnacle Family Advisors
Missouri
– -$545K -10,719 Closed
LA
725
LVW Advisors
New York
– -$537K -10,568 Closed
27 28
29
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