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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 %
LWAM
751
Legacy Wealth Asset Management
Minnesota
– -$231K -4,593 Closed
ACM
752
Advance Capital Management
Michigan
– -$224K -4,456 Closed
MA
753
MONECO Advisors
Connecticut
– -$222K -4,408 Closed
MHIC
754
Marble Harbor Investment Counsel
Massachusetts
– -$221K -4,407 Closed
FFA
755
Fi3 Financial Advisors
Indiana
– -$217K -4,326 Closed
CRWM
756
Castle Rock Wealth Management
California
– -$208K -4,175 Closed
Fisher Asset Management
757
Fisher Asset Management
Washington
– -$209K -4,162 Closed
CC
758
Courier Capital
New York
– -$208K -4,133 Closed
ADIM
759
Alpha DNA Investment Management
Maryland
– -$207K -4,124 Closed
FCI
760
Financial Counselors Inc
Kansas
– -$205K -4,078 Closed
PGFC
761
Peapack-Gladstone Financial Corp
New Jersey
– -$204K -4,055 Closed
OIA
762
OneDigital Investment Advisors
Kansas
– -$203K -4,045 Closed
RW
763
Rede Wealth
Virginia
– -$202K -4,015 Closed
SLWA
764
San Luis Wealth Advisors
California
– -$147K -2,910 Closed
Kayne Anderson Rudnick Investment Management
765
Kayne Anderson Rudnick Investment Management
California
– -$73K -1,463 Closed
LIA
766
LS Investment Advisors
Michigan
– -$72K -1,433 Closed
SL
767
Savior LLC
Massachusetts
– -$70K -1,377 Closed
CIA
768
Choate Investment Advisors
Massachusetts
– -$69K -1,372 Closed
FAG
769
Fortitude Advisory Group
Washington
– -$53K -1,059 Closed
EPM
770
Elm Partners Management
Pennsylvania
– -$48K -953 Closed
IWP
771
IAG Wealth Partners
Wisconsin
– -$42K -833 Closed
OSAM
772
O'Shaughnessy Asset Management
Connecticut
– -$37K -727 Closed
AFG
773
Albion Financial Group
Utah
– -$26K -510 Closed
FPS
774
Fieldpoint Private Securities
Connecticut
– -$16K -311 Closed
AWMS
775
Advocacy Wealth Management Services
Georgia
– -$14K -274 Closed
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