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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.

New
Increased
Maintained
Reduced
Closed
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
Angeles Investment Advisors
California
$88M
2
US Bancorp
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
Bank of America
North Carolina
$394M
4
DCM
Dupont Capital Management
Delaware
$0
5
Northern Trust
Northern Trust
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
751
Autus Asset Management
Arizona
– -$441K -8,753 Closed
Bessemer Group
752
Bessemer Group
New Jersey
– -$407K -8,082 Closed
FWIA
753
Fort Washington Investment Advisors
Ohio
– -$376K -7,452 Closed
JSW
754
Journey Strategic Wealth
New Jersey
– -$368K -7,308 Closed
MP
755
McDonald Partners
Ohio
– -$339K -6,719 Closed
CA
756
CGN Advisors
Kansas
– -$291K -5,781 Closed
BFA
757
Beaumont Financial Advisors
Massachusetts
– -$251K -4,985 Closed
SCM
758
Southport Capital Management
Tennessee
– -$238K -4,730 Closed
GHAM
759
Gilman Hill Asset Management
Connecticut
– -$230K -4,564 Closed
Lido Advisors
760
Lido Advisors
California
– -$229K -4,553 Closed
ES
761
Eagle Strategies
New York
– -$222K -4,401 Closed
PCA
762
Personal Capital Advisors
California
– -$218K -4,333 Closed
TIM
763
Tevis Investment Management
Texas
– -$112K -2,228 Closed
HFS
764
Horizon Financial Services
North Carolina
– -$81.4K -1,615 Closed
TC
765
TAP Consulting
Missouri
– -$65K -1,291 Closed
PCMC
766
Paragon Capital Management (Colorado)
Colorado
– -$62K -1,226 Closed
SPA
767
Shore Point Advisors
New Jersey
– -$57K -1,128 Closed
CA
768
Cornerstone Advisory
Maryland
– -$57K -1,117 Closed
EVM
769
Eaton Vance Management
Massachusetts
– -$53K -1,067 Closed
AIM
770
AHL Investment Management
Florida
– -$42K -825 Closed
CCM
771
Chilton Capital Management
Texas
– -$40K -785 Closed
Macquarie Group
772
Macquarie Group
Australia
– -$39K -776 Closed
TCWM
773
Total Clarity Wealth Management
Illinois
– -$37K -738 Closed
RK
774
Rather & Kittrell
Tennessee
– -$17K -340 Closed
CI
775
Cordant Inc
Oregon
– -$16K -309 Closed
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