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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 %
JGCM
726
Joseph Group Capital Management
Ohio
$2K 39 +39 New
HC
727
Hoese & Co
Minnesota
$2K 48 +48 New
FWM
728
Focused Wealth Management
New York
$1K 25 – –
HWA
729
HHM Wealth Advisors
Tennessee
$1K 25 – –
GWSG
730
GPS Wealth Strategies Group
Colorado
$1K 11 – –
CDIA
731
Capital Directions Investment Advisors
Georgia
$1K 20 +20 New
ED
732
Exane Derivatives
France
$302 6 – –
LWMNY
733
Landmark Wealth Management (New York)
New York
$263 263 +263 New
DCM
734
Dupont Capital Management
Delaware
– – -1,034,986 Closed
PI
735
PFS Investments
Georgia
– – -328,689 Closed
SAS
736
Sage Advisory Services
Texas
– – -293,865 Closed
CL
737
CSS LLC
Illinois
– – -99,000 Closed
WA
738
Wilshire Advisors
California
– – -85,396 Closed
PA
739
PFG Advisors
Arizona
– – -63,839 Closed
OWA
740
Opal Wealth Advisors
New York
– – -63,214 Closed
SFS
741
Sowell Financial Services
Arkansas
– – -40,946 Closed
GB
742
Gunma Bank
Japan
– – -40,000 Closed
FHC
743
First Heartland Consultants
Missouri
– – -15,980 Closed
3AM
744
3EDGE Asset Management
Florida
– – -14,390 Closed
CWG
745
Crown Wealth Group
North Carolina
– – -13,405 Closed
KM
746
Kalos Management
Georgia
– – -13,293 Closed
BCM
747
Beaumont Capital Management
Massachusetts
– – -10,932 Closed
TSS
748
Two Sigma Securities
New York
– – -9,872 Closed
NWA
749
New World Advisors
Massachusetts
– – -9,819 Closed
IP
750
Ignite Planners
California
– – -9,093 Closed
28 29
30
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