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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
751
Studio Investment Management
Illinois
– – -648 Closed
IHWM
752
Iron Horse Wealth Management
Iowa
– – -525 Closed
RIM
753
Rockbridge Investment Management
New York
– – -467 Closed
CS
754
Credit Suisse
Switzerland
– – -443 Closed
CICI
755
Capital Investment Counsel Inc
North Carolina
– – -346 Closed
AIP
756
Ahrens Investment Partners
Louisiana
– – -322 Closed
CCM
757
Chilton Capital Management
Texas
– – -285 Closed
TFM
758
TFC Financial Management
Massachusetts
– – -263 Closed
COCM
759
Charter Oak Capital Management
New Hampshire
– – -234 Closed
WOSD
760
WFA of San Diego
California
– – -189 Closed
TCWA
761
Ten Capital Wealth Advisors
Washington
– – -160 Closed
PAI
762
Pittenger & Anderson Inc
Nebraska
– – -110 Closed
JFA
763
JNBA Financial Advisors
Minnesota
– – -98 Closed
GWANC
764
Guardian Wealth Advisors (North Carolina)
North Carolina
$0 4 -97 -96%
TRCT
765
Tower Research Capital (TRC)
New York
– – -93 Closed
Simplex Trading
766
Simplex Trading
Illinois
– – -73 Closed
MIM
767
Macroview Investment Management
Maryland
– – -53 Closed
TCM
768
Tradewinds Capital Management
Washington
– – -40 Closed
IAMOG
769
Investors Asset Management of Georgia
Georgia
– – -36 Closed
QCG
770
Quadrant Capital Group
Ohio
– – -10 Closed
SSG
771
Summit Securities Group
New York
– – -1 Closed
GWSG
772
GPS Wealth Strategies Group
Colorado
$0 11 – –
PAG
773
Paladin Advisory Group
Iowa
– – – –
27 28 29 30
31