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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
LOAMS
51
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M 759,800 +759,800 New
KAS
52
Kestra Advisory Services
Texas
$29.1M 754,594 +3,415 +0.5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$28M 726,670 -64,322 -8%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$27.9M 725,217 +86,472 +14%
BTI
55
Blue Trust Inc
Georgia
$27.3M 630,065 -30,397 -5%
HighTower Advisors
56
HighTower Advisors
Illinois
$26.2M 680,252 +135,868 +25%
DBT
57
Dubuque Bank & Trust
Iowa
$25.9M 672,019 +7,134 +1%
CAM
58
Crestone Asset Management
Colorado
$24.9M 645,636 +22,241 +4%
FIA
59
Foundations Investment Advisors
Arizona
$24.5M 635,317 +25,809 +4%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$24.2M 627,209 +627,209 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$24.1M 624,743 -140,453 -18%
Stifel Financial
62
Stifel Financial
Missouri
$24M 623,359 -53,740 -8%
FWP
63
FAS Wealth Partners
Kansas
$23.9M 620,307 +713 +0.1%
AWS
64
Atria Wealth Solutions
New York
$23.3M 605,458 -39,597 -6%
SCM
65
SCS Capital Management
Massachusetts
$23.1M 597,539 -108,594 -15%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$21.3M 553,428 -113,159 -17%
RWG
67
Ratio Wealth Group
Colorado
$21.3M 553,416 -45,098 -8%
IDA
68
Intelligence Driven Advisers
California
$21.3M 536,907 +22,061 +4%
AI
69
Atria Investments
North Carolina
$20.7M 537,155 -200,424 -27%
Goldman Sachs
70
Goldman Sachs
New York
$20.5M 532,455 +132,984 +33%
V
71
Veritable
Delaware
$20.4M 529,018 +199,281 +60%
BPA
72
Beacon Pointe Advisors
California
$19.8M 512,585 +120,651 +31%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$19.5M 507,136 -80,037 -14%
EWA
74
Exencial Wealth Advisors
Oklahoma
$18.9M 490,476 -35,216 -7%
MCIA
75
Mountain Capital Investment Advisors
Colorado
$18.5M 466,719 +18,782 +4%
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