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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.

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
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$70.2M
5
M&T Bank
5
M&T Bank
New York
$211M

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 Market Value Shares Shares
Change 		Shares
Change %
SP
51
Symmetry Partners
Connecticut
$32.6M 750,545 +62,690 +9%
AI
52
Atria Investments
North Carolina
$32M 737,579 -25,248 -3%
BSW
53
Buckingham Strategic Wealth
Missouri
$31.5M 726,638 +74,733 +11%
SCM
54
SCS Capital Management
Massachusetts
$30.6M 706,133 -16,849 -2%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$29.6M 682,914 +264,927 +63%
Stifel Financial
56
Stifel Financial
Missouri
$29.4M 677,099 -19,557 -3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$28.9M 666,587 +43,960 +7%
DBT
58
Dubuque Bank & Trust
Iowa
$28.9M 664,885 +118,351 +22%
AWS
59
Atria Wealth Solutions
New York
$28M 645,055 +61,562 +11%
SFS
60
Summit Financial Strategies
Ohio
$28M 644,941 -10,646 -2%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$27.7M 638,745 +32,709 +5%
MC
62
McMorgan & Co
California
$27.1M 624,808 +21,163 +4%
CAM
63
Crestone Asset Management
Colorado
$27.1M 623,395 +136,741 +28%
FWP
64
FAS Wealth Partners
Kansas
$26.9M 619,594 +458 +0.1%
RWG
65
Ratio Wealth Group
Colorado
$26M 598,514 +101,749 +20%
FIA
66
Foundations Investment Advisors
Arizona
$25.6M 609,508 +80,233 +15%
TAIM
67
TD Ameritrade Investment Management
Nebraska
$25.5M 587,173 -131,911 -18%
MFG
68
Merit Financial Group
Georgia
$24.8M 572,148 +316,628 +124%
HighTower Advisors
69
HighTower Advisors
Illinois
$23.6M 544,384 -111,053 -17%
EWA
70
Exencial Wealth Advisors
Oklahoma
$22.8M 525,692 +24,136 +5%
Prudential Financial
71
Prudential Financial
New Jersey
$22.7M 518,393 +67,402 +15%
IDA
72
Intelligence Driven Advisers
California
$21.7M 514,846 +31,287 +6%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$21.4M 491,976 +88,400 +22%
SHJ
74
Sharkey, Howes & Javer
Colorado
$21M 483,446 +84,699 +21%
IWP
75
Icon Wealth Partners
Texas
$20.8M 479,972 -12,903 -3%
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