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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.

New
Increased
Maintained
Reduced
Closed
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
M&T Bank
4
M&T Bank
New York
$211M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.51B

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 Holding Trade Value Shares
Change 		Shares
Change %
RFWA
726
RPg Family Wealth Advisory
Massachusetts
– -$1.21M -24,136 Closed
SIA
727
Stegner Investment Associates
Kentucky
– -$1.05M -20,867 Closed
DAS
728
Dynamic Advisor Solutions
Arizona
– -$871K -17,339 Closed
CCG
729
Capital CS Group
California
– -$841K -16,731 Closed
ADL
730
Asset Dedication LLC
California
– -$825K -16,399 Closed
WAG
731
Winthrop Advisory Group
Massachusetts
– -$811K -16,145 Closed
CPIG
732
Chicago Partners Investment Group
Illinois
– -$499K -10,571 Closed
WANY
733
Wealthspire Advisors (New York)
New York
– -$496K -9,865 Closed
C
734
CEDRUS
Colorado
– -$453K -9,004 Closed
LIM
735
Leavell Investment Management
Alabama
– -$399K -7,940 Closed
PFO
736
Pathstone Family Office
New Jersey
– -$389K -7,741 Closed
KAM
737
KEB Asset Management
Illinois
– -$362K -7,199 Closed
LPT
738
Legacy Private Trust
Wisconsin
– -$360K -7,163 Closed
IAG
739
Investment Advisory Group
Massachusetts
– -$356K -7,102 Closed
CL
740
CPWM LLC
Washington
– -$355K -7,064 Closed
TCMP
741
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$334K -6,640 Closed
IWN
742
Independent Wealth Network
Iowa
– -$313K -6,232 Closed
CBFP
743
Cedar Brook Financial Partners
Ohio
– -$300K -5,976 Closed
MOS
744
MGO One Seven
Ohio
– -$296K -5,896 Closed
HH
745
Hilltop Holdings
Texas
– -$271K -5,387 Closed
LAS
746
Lloyd Advisory Services
Georgia
– -$271K -5,383 Closed
SW
747
Simplicity Wealth
New Jersey
– -$255K -5,083 Closed
ERWM
748
Elk River Wealth Management
Colorado
– -$243K -4,831 Closed
MCM
749
MAI Capital Management
Ohio
– -$241K -4,800 Closed
FPGK
750
Financial Partners Group (Kansas)
Kansas
– -$236K -4,691 Closed
28 29
30
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