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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.

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
1
Angeles Investment Advisors
California
$88M
2
US Bancorp
2
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
3
Bank of America
North Carolina
$394M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
Northern Trust
5
Northern Trust
Illinois
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$36.1M 719,084 -262,413 -27%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$35.8M 713,204 -691,790 -49%
WP
53
WealthSource Partners
California
$35.6M 708,035 -60,593 -8%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$35.6M 707,495 +707,495 New
Stifel Financial
55
Stifel Financial
Missouri
$35M 696,656 -130,648 -16%
SP
56
Symmetry Partners
Connecticut
$34.6M 687,855 +52,560 +8%
COI
57
Connable Office Inc
Michigan
$34.5M 687,225 +22,822 +3%
RIG
58
RiverFront Investment Group
Virginia
$34.4M 685,369 +52,824 +8%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$33.6M 668,403 +55,529 +9%
SFS
60
Summit Financial Strategies
Ohio
$33M 655,587 +34,229 +6%
HighTower Advisors
61
HighTower Advisors
Illinois
$32.9M 655,437 -57,398 -8%
BSW
62
Buckingham Strategic Wealth
Missouri
$32.8M 651,905 +52,736 +9%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$31.3M 622,627 +43,569 +8%
FWP
64
FAS Wealth Partners
Kansas
$31.1M 619,136 +17,335 +3%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$30.5M 606,036 +3,558 +0.6%
MC
66
McMorgan & Co
California
$30.3M 603,645 -406,545 -40%
AWS
67
Atria Wealth Solutions
New York
$29.3M 583,493 +583,493 New
BPA
68
Beacon Pointe Advisors
California
$28.1M 558,105 +287,850 +107%
DBT
69
Dubuque Bank & Trust
Iowa
$27.5M 546,534 +108,381 +25%
BFPW
70
BOK Financial Private Wealth
Colorado
$26.9M 536,152 -42,244 -7%
FIA
71
Foundations Investment Advisors
Arizona
$26.4M 529,275 -11,621 -2%
EWA
72
Exencial Wealth Advisors
Oklahoma
$25.2M 501,556 +1,883 +0.4%
RWG
73
Ratio Wealth Group
Colorado
$25M 496,765 +108,366 +28%
IWP
74
Icon Wealth Partners
Texas
$24.8M 492,875 +19,303 +4%
CAM
75
Crestone Asset Management
Colorado
$24.5M 486,654 +144,998 +42%
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