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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 %
BA
701
Bivin & Associates
Oklahoma
$7K – – –
PAI
702
Pittenger & Anderson Inc
Nebraska
$6K – – –
AWM
703
Accel Wealth Management
Iowa
$6K – – –
ACK
704
Andrew C. Karlinski
$6K – – –
BCWM
705
Bartlett & Co Wealth Management
Ohio
$5.28K +$5.28K +105 New
JFA
706
JNBA Financial Advisors
Minnesota
$5K -$42.8K -839 -90%
LFA
707
Level Financial Advisors
New York
$5K -$8.44K -152 -63%
ANBT
708
American National Bank & Trust
Texas
$5K – – –
BWL
709
Bogart Wealth LLC
Virginia
$5K – – –
GTAM
710
Global Trust Asset Management
Florida
$5K – – –
FRA
711
Front Row Advisors
California
$5K – – –
TC
712
Tacita Capital
Ontario, Canada
$5K – – –
BC
713
Bartlett & Co
Ohio
$5K +$5K +105 New
UIA
714
Ulland Investment Advisors
Minnesota
$5K +$5K +105 New
LWANC
715
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
BCA
716
Bray Capital Advisors
Florida
$3K – – –
BWP
717
Baldwin Wealth Partners
Massachusetts
$3K – – –
MWM
718
Mascoma Wealth Management
New Hampshire
$3K – – –
CAAS
719
Capital Asset Advisory Services
Michigan
$3K – – –
WIM
720
Westside Investment Management
California
$2.44K +$354 +7,041 +17%
MFA
721
McClarren Financial Advisors
Pennsylvania
$2K -$38 -1 -2%
MFC
722
Morris Financial Concepts
South Carolina
$2K – – –
SSC
723
Syverson Strege & Co
Iowa
$2K – – –
AA
724
Addison Advisors
Vermont
$2K – – –
CA
725
Crewe Advisors
Utah
$2K +$2K +30 New
27 28
29
30 31