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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

705 hedge funds and large institutions have $14B invested in iShares MSCI EAFE Value ETF in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 134 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+87
Holders Change %
+14.08%
% of All Funds
10.89%
Holding in Top 10
92
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+33.33%
% of All Funds
1.42%
New
151
Increased
338
Reduced
134
Closed
58
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$1.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$451M
3
LPL Financial
3
LPL Financial
California
$569M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.63B
5
I
5
INVST
Indiana
$35M

Top Sellers

1
MOACM
1
Mutual of America Capital Management
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
4
Ameriprise
Minnesota
$112M
5
MIS
5
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
76
Sharkey, Howes & Javer
Colorado
$20.8M +$1.34M +26,584 +7%
MSWMA
77
Market Street Wealth Management Advisors
Indiana
$20.6M +$3.61M +71,571 +21%
WWG
78
West Wealth Group
California
$20.3M +$20.3M +403,584 New
PFG
79
PAX Financial Group
Texas
$19.8M +$131K +2,609 +0.7%
SW
80
SteelPeak Wealth
California
$19.8M +$2.01M +39,841 +11%
Goldman Sachs
81
Goldman Sachs
New York
$19.7M -$819K -16,253 -4%
PSUF
82
People's United Financial
Connecticut
$19.6M -$4.79M -95,010 -20%
RWG
83
Ratio Wealth Group
Colorado
$19.6M +$776K +15,396 +4%
EA
84
Efficient Advisors
Ohio
$19.3M +$229K +4,541 +1%
MWM
85
Modera Wealth Management
New Jersey
$18.5M +$6.72M +133,296 +57%
CP
86
Covenant Partners
Tennessee
$18.4M +$1.49M +29,657 +9%
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$17.6M +$603K +11,958 +4%
HWM
88
HighMark Wealth Management
Minnesota
$17.3M +$1.44M +28,669 +9%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$17.3M -$3.28M -65,020 -16%
CAM
90
Crestone Asset Management
Colorado
$17.2M +$8.86M +175,807 +106%
HPC
91
Hobart Private Capital
North Carolina
$17.1M +$363K +7,194 +2%
NCM
92
Northwest Capital Management
Oregon
$16.7M +$12.7M +244,443 +320%
PI
93
PFS Investments
Georgia
$16.6M -$3.44M -68,270 -17%
HGWM
94
Horst & Graben Wealth Management
Oregon
$16.3M +$2.67M +52,981 +20%
SB
95
Strategic Blueprint
Georgia
$16.2M +$3.2M +63,524 +25%
AC
96
Apella Capital
Connecticut
$16.1M +$6.16M +122,164 +62%
1SB
97
1ST Source Bank
Indiana
$15.9M -$217K -4,298 -1%
SHIM
98
Stone House Investment Management
Pennsylvania
$15.8M +$2.29M +45,447 +17%
Prudential Financial
99
Prudential Financial
New Jersey
$15.5M +$4.47M +114,329 +41%
SFS
100
Security Financial Services
Indiana
$15.3M +$15.3M +304,157 New
2 3
4
5 6