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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
1
Envestnet Asset Management
Illinois
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$451M
3
LPL Financial
3
LPL Financial
California
$569M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.63B
5
I
5
INVST
Indiana
$35M

Top Sellers

1
MOACM
1
Mutual of America Capital Management
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
4
Ameriprise
Minnesota
$112M
5
MIS
5
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$36.3M +$3.55M +70,455 +11%
HighTower Advisors
52
HighTower Advisors
Illinois
$35.9M +$4.34M +86,100 +14%
I
53
INVST
Indiana
$35M +$27.6M +540,232 +376%
COI
54
Connable Office Inc
Michigan
$33.5M +$1.67M +33,128 +5%
SP
55
Symmetry Partners
Connecticut
$32M +$4.24M +84,118 +15%
RIG
56
RiverFront Investment Group
Virginia
$31.9M +$2.06M +40,910 +7%
SFS
57
Summit Financial Strategies
Ohio
$31.3M +$2.78M +55,169 +10%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$30.9M +$3.7M +73,437 +14%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$30.4M +$1.29M +25,699 +4%
FWP
60
FAS Wealth Partners
Kansas
$30.3M +$1.11M +22,047 +4%
BSW
61
Buckingham Strategic Wealth
Missouri
$30.2M -$1.23M -24,351 -4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$30M -$12.5M -247,561 -29%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$29.2M +$9.61M +190,770 +49%
BFPW
64
BOK Financial Private Wealth
Colorado
$29.1M +$3.06M +60,646 +12%
FIA
65
Foundations Investment Advisors
Arizona
$28.7M +$1.55M +29,257 +6%
EWA
66
Exencial Wealth Advisors
Oklahoma
$25.2M +$25.2M +499,673 New
PFA
67
Pettinga Financial Advisors
Indiana
$25M +$532K +10,550 +2%
HFA
68
High Falls Advisors
New York
$24.8M +$1.37M +27,242 +6%
IDA
69
Intelligence Driven Advisers
California
$24.2M -$6.84M -133,394 -22%
IWP
70
Icon Wealth Partners
Texas
$23.9M +$1.64M +32,629 +7%
CIAS
71
CFS Investment Advisory Services
New Jersey
$23.3M +$670K +13,034 +3%
MCIA
72
Mountain Capital Investment Advisors
Colorado
$23.2M +$19M +361,894 +452%
BF
73
BOK Financial
Oklahoma
$22.5M +$1.34M +26,682 +6%
DBT
74
Dubuque Bank & Trust
Iowa
$22.1M +$2.11M +41,903 +11%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$21.8M +$266K +5,281 +1%
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