EFV icon

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

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
Franklin Resources
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
Ameriprise
Minnesota
$112M
5
MIS
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
726
Segall Bryant & Hamill
Illinois
– -$502K -9,902 Closed
SAM
727
Strategy Asset Managers
California
– -$424K -8,343 Closed
SWP
728
Strategic Wealth Partners
Ohio
– -$411K -8,084 Closed
SFO
729
Stokes Family Office
Louisiana
– -$385K -7,563 Closed
Fisher Asset Management
730
Fisher Asset Management
Washington
– -$337K -6,635 Closed
MBT
731
Montecito Bank & Trust
California
– -$333K -6,543 Closed
NAM
732
NTV Asset Management
West Virginia
– -$300K -5,900 Closed
DADC
733
D.A. Davidson & Co
Montana
– -$292K -5,747 Closed
HF
734
HRT Financial
New York
– -$289K -5,701 Closed
TWP
735
Total Wealth Planning
Ohio
– -$272K -5,354 Closed
Neuberger Berman Group
736
Neuberger Berman Group
New York
– -$264K -5,189 Closed
ARC
737
Advisor Resource Council
Texas
– -$217K -4,265 Closed
C
738
Certuity
Florida
– -$218K -4,250 Closed
QC
739
QCM Cayman
Texas
– -$210K -4,124 Closed
FA
740
Flagstar Advisors
New York
– -$152K -2,984 Closed
Simplex Trading
741
Simplex Trading
Illinois
– -$95K -1,834 Closed
RE
742
RBC Europe
United Kingdom
– -$73.7K -1,450 Closed
AWA
743
Arkadios Wealth Advisors
Georgia
– -$73K -1,447 Closed
CDIA
744
Capital Directions Investment Advisors
Georgia
– -$69K -1,357 Closed
FCM
745
Firestone Capital Management
Florida
– -$56K -1,080 Closed
SSW
746
Smith Shellnut Wilson
Mississippi
– -$31K -600 Closed
CYG
747
Clean Yield Group
Vermont
– -$29K -573 Closed
AFG
748
Albion Financial Group
Utah
– -$27K -535 Closed
PWA
749
Phoenix Wealth Advisors
North Carolina
– -$23K -457 Closed
RCM
750
Robinson Capital Management
Michigan
– -$20K -400 Closed
27 28 29
30
31