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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.

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
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$70.2M
5
M&T Bank
5
M&T Bank
New York
$211M

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 Market Value Shares Shares
Change 		Shares
Change %
LWMNY
776
Landmark Wealth Management (New York)
New York
– – -263 Closed
EBA
777
Eagle Bay Advisors
New York
– – -244 Closed
First Manhattan
778
First Manhattan
New York
– – -234 Closed
EWM
779
EPG Wealth Management
Georgia
– – -234 Closed
CYG
780
Clean Yield Group
Vermont
– – -201 Closed
GWM
781
Grand Wealth Management
Michigan
– – -161 Closed
CFB
782
Cullen/Frost Bankers
Texas
– – -155 Closed
UIA
783
Ulland Investment Advisors
Minnesota
– – -105 Closed
LFA
784
Level Financial Advisors
New York
– – -90 Closed
MFA
785
McClarren Financial Advisors
Pennsylvania
– – -52 Closed
AA
786
Addison Advisors
Vermont
– – -42 Closed
JGCM
787
Joseph Group Capital Management
Ohio
– – -39 Closed
FWM
788
Focused Wealth Management
New York
– – -25 Closed
CDIA
789
Capital Directions Investment Advisors
Georgia
– – -20 Closed
FCAS
790
First Command Advisory Services
Texas
– – -18 Closed
PAG
791
Paladin Advisory Group
Iowa
– – – –
GWSG
792
GPS Wealth Strategies Group
Colorado
$0 11 – –
SSG
793
Summit Securities Group
New York
$0 1 +1 New
QCG
794
Quadrant Capital Group
Ohio
$0 10 +10 New
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